Financial Advisor

About the Role

Edward Jones is seeking individuals to join as Financial Advisors. This role is an opportunity to partner with clients to help them achieve their long-term financial goals, such as retirement, building wealth, estate strategies, and funding education. As a Financial Advisor, you will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies including residential, business, networking, introductions, 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 them 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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.

Requirements & Tech Stack

• Bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
• Financial services and/or sales experience.
• Financial services registration, licensing, or certification.
• Professional and/or military career progression.
• SIE (which can be obtained without Firm sponsorship), Series 7, and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months.
• State insurance licenses will be required.
• Ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Qualifications

• An interest in financial services/markets and how they work.
• Love of learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Comfortable in your ability to think critically.
• Passion for new opportunities.

Support & Compensation

• Paid training to get registered, licensed, and learn the role.
• Salary for the first five years as you begin to build your practice.
• A firm-provided branch office in the community.
• Branch office support.
• A support network from your branch office to the home office.
• No ceiling to earning potential and growth; compensation is tied to effort.
• Compensation package includes opportunities for commissions, profit sharing, and incentive travel.
• Flexibility to balance personal and professional lives.
• Culture of continuous improvement and professional development.
• Supplemental Starting Salary Range: $45,000 - $100,000.