US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company dedicated to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, focusing on client-centric practices and a supportive, inclusive culture.
Responsibilities
- Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
- Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies for achieving their financial goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, efficient client experience, adhering to firm policies, regulatory requirements, and ethical guidelines.
- Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
- Participate in ongoing training programs offered by the firm and regulatory bodies, as well as required training to maintain registrations and licenses in good standing.
Requirements
- Series 7 and Series 66 licenses required.
- Experience in financial services with clients and in-depth knowledge of investment products and services.
- Track record of success in financial services.
- Preferred state insurance licenses.
- 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 relationships and adapt to new information.
- Comfortable thinking critically and seeking solutions for clients.
- Passion for new opportunities and a strong work ethic.
Benefits
- Comprehensive medical, dental, vision, and disability insurance.
- Flexible retirement plans and tax-advantaged accounts.
- Compensation structure including salary, commissions, new asset compensation, and potential for profitability bonuses, profit sharing, and incentive travel.
- Competitive pay and earnings potential with no ceiling.
- Flexible work schedules and paid time off.
- Supportive community involvement and recognition for achievements.
Schedule
Financial advisors enjoy flexibility in their work schedule, with the option to work remotely or in-person, depending on the role and location.
Pay
Salary, commissions, and new asset compensation are tied to performance and effort, with no ceiling to earning potential. The exact pay range is between $50,000 and $125,000.
Benefits
- Health savings account and flexible spending account.
- Employee Assistance Program.
Application
Applications for this role are accepted on an ongoing basis. To learn more about the qualifications and how to apply, contact a recruiter.
Equal Opportunity Employer
At Edward Jones, we strive to create an inclusive environment where everyone feels valued and belongs. We welcome applications from all qualified candidates without regard to race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law.