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 community involvement.

Responsibilities

• Develop and grow your own practice through face-to-face and virtual sourcing 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, comprehensive financial strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, and regulatory requirements.
• Create and adjust the branch business plan to enhance effectiveness and achieve business goals, while engaging the branch team in these efforts.
• Build a supportive and collaborative 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.
• State insurance licenses preferred.
• Possession of additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communication skills and self-motivation.
• A passion for continuous learning and problem-solving.
• Experience in financial services and a track record of success with clients.
• Ability to build long-term relationships and adapt to new information.
• Confidence and sound judgment in decision-making.

Skills

• Exceptional interpersonal and communication skills.
• Ability to think critically and solve complex problems.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• Flexible 401(k) retirement plan and tax-advantaged accounts.
• Paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• 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 your performance.

Schedule

The schedule is flexible, allowing you to balance your personal and professional lives.