US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company committed to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over 9 million clients across the U.S. and Canada, focusing on client-centric practices and community involvement.

Responsibilities

• Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media engagement.
• Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and provide personalized strategies for achieving their financial goals.
• Oversee branch processes and roles to ensure a high-quality client experience, adhering to firm policies, regulatory requirements, and ethical guidelines.
• Create and manage the branch business plan to enhance effectiveness and meet business objectives.
• Build a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.

Requirements

• Series 7 and Series 66 licenses required.
• In-depth knowledge of investment products and services with a proven track record of success.
• Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
• Strong communication skills and self-motivation.
• Determination to succeed and adaptability to new information.
• Ability to build long-term client relationships and think critically.

Qualifications

• Experience in financial services with clients.
• Self-starter with a passion for learning and challenges.
• Confidence and strong critical thinking skills.
• Passion for new opportunities and continuous improvement.

Benefits

• Comprehensive medical, dental, vision, and disability coverage.
• Flexible income continuation, life, and AD&D coverage.
• 401(k) retirement plan and tax-advantaged accounts.
• Paid sick leave, paid time off, and potential bonuses.
• Profit-sharing and participation in the firm's Travel Award Program.
• Employee Assistance Program.

Pay

No ceiling to your earning potential, with a multi-faceted compensation package tied to performance.

Schedule

The schedule is flexible to balance personal and professional lives.

Benefits

• Medical, prescription drug, dental, vision, and disability coverage.
• Income continuation, life, and AD&D coverage provided at no cost.
• 401(k) retirement plan and tax-advantaged accounts.
• Paid sick leave, paid time off, and potential bonuses.
• Profit-sharing and participation in the firm's Travel Award Program.
• Employee Assistance Program.