US Financial Advisor

About the Role

Edward Jones is a Fortune 500¹ financial services firm focused on its clients and colleagues. The firm is privately-owned, prioritizing client needs over shareholder returns. Edward Jones partners for positive impact to improve lives and communities, fostering an innovative, flexible, and inclusive environment.

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 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Support and Resources

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

Compensation

• Earn Salary, Commissions, New Asset Compensation.
• No ceiling to earning potential and growth, with compensation tied to effort.
• A multi-faceted compensation package including opportunities for profitability bonuses, profit sharing, and incentive travel.
• Minimum Hiring Salary: $50,000
• Maximum Hiring Salary: $125,000

Requirements & Tech Stack

• Series 7 required.
• Series 66 required.
• Experience in financial services working with clients.
• In-depth knowledge of investment products and services.
• A 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™.

Qualifications

• Strong communications skills.
• 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.