US Financial Advisor

About the Role

Edward Jones is a Fortune 500 financial services firm focused on its clients. As a financial advisor, you will develop and grow your own practice, supported by branch associates, a home-office team, and other regional financial advisors. You will partner for positive impact to improve the lives of clients and colleagues, contributing to communities and society.

Key Responsibilities

• Build relationships to create new clients via 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, 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Support & Resources Provided

• A firm-provided branch office in the community.
• Client support to help lighten the load.
• A support network extending from the client support team office to the region and home office.

Compensation & Benefits

• Earn Salary, Commissions, New Asset Compensation
• No ceiling to earning potential and growth, tied to effort.
• Multi-faceted compensation package including opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexibility to balance personal and professional lives.
• Medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness).
• Disability income continuation, basic life, and basic AD&D coverage (provided at no cost).
• 401k retirement plan, health savings account, and flexible spending account.
• Eligibility for paid sick leave and paid time off.
• Potential eligibility for bonuses, profit sharing, paid medical and parental leave, and participation in the firm's Travel Award Program.
• Employee Assistance Program.
• Hiring Minimum: $50,000
• Hiring Maximum: $125,000

Candidate Profile

• Succeed by demonstrating a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.
• Driven by performance, with compensation and earning potential reflective of performance.
• Confident and possess the ability to think critically with sound judgment.
• Strong communications skills and self-starter.
• 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.

Requirements & Tech Stack

• Series 7 and Series 66 required.
• Experience in financial services working with clients.
• In-depth knowledge of investment products and services.
• Track record of success.
• State insurance licenses preferred.
• Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.