US Financial Advisor

About the Role

Join Edward Jones, a Fortune 500 financial services firm where people come first. As a financial advisor, you will develop and grow your own practice, supported by branch associates, a home-office team, and regional financial advisors. You will benefit from over 100 years of firm history.

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 & Benefits

• 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.
• 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.
• Tax-advantaged accounts: health savings account and flexible spending account.
• Flexibility in schedule.
• Eligibility for paid sick leave and paid time off (where required by applicable law).
• Potential eligibility for bonuses, profit sharing, paid medical and parental leave, and participation in the firm's Travel Award Program.
• Employee Assistance Program for all associates.

Compensation

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

Requirements & Characteristics

• Ambition, self-motivation, and commitment to establishing long-term client relationships.
• Driven by performance.
• Confident with the ability to think critically and possess 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.

Qualifications

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