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 in 1919, we serve over 9 million clients across the U.S. and Canada with over 20,000 financial advisors. Our purpose is to partner for positive impact, focusing on our clients rather than shareholder returns.

Responsibilities

• Develop and grow your own practice by creating new clients through face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Support your clients and provide assistance to lighten your workload.

Requirements

You are required to have Series 7 and Series 66 licenses, experience in financial services, and in-depth knowledge of investment products and services. State insurance licenses are preferred, and additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ are preferred.

Qualifications

• Strong communications skills and self-starter attitude.
• Love of learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information seeking the right solutions for clients.
• Comfortable in your ability to think critically.
• Passion for new opportunities.

Skills

Financial advisors at Edward Jones demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They are driven by performance and ensure their compensation and earning potential reflect their performance.

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• Edward Jones offers a 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule and paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Pay

Earn salary, commissions, and new asset compensation with no ceiling to your earning potential and growth. Your compensation is tied to the effort you put in.

Schedule

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

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• 401(k) retirement plan, health savings account, and flexible spending account.
• Paid sick leave and paid time off.
• Profitability bonuses, profit sharing, and incentive travel.