US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company that places the focus on its clients rather than shareholder returns. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of over 20,000 financial advisors in the U.S. and Canada. The firm is known for its innovative approach, flexibility, and inclusivity, which attracts and supports a diverse workforce.

Responsibilities

• Develop and grow your own practice by building relationships with clients through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Support your clients and engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Requirements

Series 7 and Series 66 required. Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success. State insurance licenses preferred. Additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ are preferred.

Qualifications

• Strong communications skills and self-starter attitude.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information seeking the right solutions for clients.
• Comfortable in your ability to think critically.
• Passionate about new opportunities.

Skills

Financial advisors at Edward Jones are driven by performance and are confident in their ability to think critically. They possess strong communication skills and are skilled in building long-term relationships with clients.

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• Edward Jones offers a 401(k) retirement plan, health savings account, and flexible spending account.
• The firm provides flexibility in the schedule and eligible for paid sick leave and paid time off.
• Financial advisors may be eligible for bonuses, profit sharing, and incentive travel.
• All associates are eligible for the firm's Employee Assistance Program.

Pay

Earn salary, commissions, and new asset compensation with no ceiling to your earning potential and growth. Your compensation is tied to the effort you put in, and there are opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

The firm offers flexibility in the schedule, allowing financial advisors to balance their personal and professional lives.