US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of 20,000 financial advisors in the U.S. and Canada. The firm is privately-owned, focusing on client satisfaction and community involvement.
Key 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 the needs, priorities, and concerns of clients and prospective clients to build trust and provide personalized, comprehensive financial strategies.
- Oversee and manage branch processes to ensure a high-quality, efficient client experience that aligns with firm policies, regulatory requirements, and ethical standards.
- Create and adjust the branch business plan to enhance effectiveness and achieve business goals while engaging the branch team in a supportive and collaborative environment.
Benefits
- Comprehensive benefits package including medical, prescription drug, dental, vision, voluntary benefits, disability income continuation, life, and AD&D coverage.
- Flexible income continuation, life, and AD&D coverage provided at no cost.
- A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
- Flexibility in scheduling and eligibility for paid sick leave and time off.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
Candidate Qualifications
- Series 7 and Series 66 required.
- Experience in financial services and in-depth knowledge of investment products and services.
- Track record of success in financial services.
- State insurance licenses preferred.
- Possession of additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Qualifications
- Strong communication skills and self-motivation.
- Determination to succeed and a love of learning and challenges.
- Ability to build long-term client relationships and adapt to new information.
- Comfortable thinking critically and finding solutions for clients.
- Passion for new opportunities and a strong work ethic.
Pay and Schedule
No ceiling to your earning potential and growth, with compensation tied to your efforts. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexible scheduling is available.
Schedule
Financial advisors enjoy flexibility in their schedules, with options to balance personal and professional lives.
Benefits
- Medical, prescription drug, dental, vision, and voluntary benefits.
- Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
- A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
- Paid sick leave and time off.
- Profitability bonuses, profit sharing, and incentive travel.
Contact Us
To learn more about becoming a financial advisor at Edward Jones, speak with a recruiter. You can calculate a preliminary total compensation using this calculator. Applications for this role are accepted on an ongoing basis.