Financial Advisor

About the Role

Edward Jones is a Fortune 500 company focused on client partnerships and positive impact. This role offers a career as a financial advisor to help clients achieve long-term financial goals such as retirement, wealth building, and education funding. You will develop and grow your own practice, supported by branch, home-office, and regional teams.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 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.

Support Provided

• Paid training – includes registration and licensing, and industry-leading training.
• Salary for the first five years as you build your practice.
• A firm-provided branch office in the community.
• Branch office support.
• A support network from branch office to region to home office.

Compensation & Growth

• No ceiling to earning potential and growth.
• Compensation is tied to effort and includes opportunities for commissions, profit sharing, and incentive travel.
• Flexibility to balance personal and professional lives.
• Culture of continuous improvement and professional development.
• New Financial Advisors Compensation Supplemental Starting Salary Range: $45,000 - $100,000.

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.

Licensing

• SIE (Securities Industry Essentials) is required.
• Series 7 and Series 66 will be required.
• FINRA registrations required within three months.
• State insurance licenses will be required.
• Ongoing training required to maintain licenses.

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.