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 across the U.S. and Canada. The firm is known for its innovative approach, flexibility, and inclusivity, with a strong emphasis on supporting its associates.

Responsibilities

• Develop and grow your own practice by building relationships with clients through various strategies including residential, business, networking, introductions, referrals, and social media.
• Understand and address the needs, priorities, and concerns of clients and prospective clients to establish trust and create personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, regulatory requirements, and ethical guidelines.
• Create and adjust the branch business plan to enhance effectiveness and achieve business goals while engaging the branch team.
• Build a supportive and collaborative environment within the branch, fostering trust, respect, feedback, and accountability among team members.

Requirements

To be considered for this role, candidates must hold Series 7 and Series 66 licenses, have experience in financial services, and possess in-depth knowledge of investment products and services. State insurance licenses are preferred, and additional professional designations such as CFP® or CRPC™ are beneficial.

Qualifications

• Strong communication skills and self-motivation.
• A love for learning and challenges, including a determination to succeed.
• Proficiency in long-term relationship building and adaptability to new information.
• Confidence and the ability to think critically, making sound judgments.

Skills

Financial advisors at Edward Jones are expected to demonstrate a unique combination of ambition, self-motivation, and commitment to long-term client relationships. They should be comfortable thinking critically and open to new opportunities.

Benefits

• Comprehensive medical, dental, vision, and disability coverage.
• Flexible retirement plans, including a 401(k) and health savings account.
• Paid sick leave, parental leave, and the opportunity for bonuses and profit sharing.
• An Employee Assistance Program.

Pay and Schedule

No ceiling to your earning potential, with a multi-faceted compensation package tied to performance. Financial advisors enjoy flexibility in their schedules and may be eligible for profit sharing and incentive travel.

Schedule

Financial advisors at Edward Jones have the flexibility to balance their personal and professional lives, offering a blend of independence and support from a large network of colleagues.