US Financial Advisor

About the Role

Edward Jones is a Fortune 500¹ financial services firm focused on its clients, where people come first. As a financial advisor with Edward Jones, you will develop and grow your own practice, supported by branch associates, a home-office team, and other regional financial advisors. This role offers the experience from over 100 years of history, with more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

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 & Resources

• A firm-provided branch office in the community.
• Client support to help lighten the load.
• A support network 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, tied to effort.
• A multi-faceted compensation package including opportunities for profitability bonuses, profit sharing, and incentive travel.
• Hiring Minimum: $50,000
• Hiring Maximum: $125,000

Requirements & Tech Stack

• Series 7 and 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

• Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.
• Driven by performance; compensation and earning potential are 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.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, and 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.
• Where required by applicable law, eligible for paid sick leave and paid time off.
• May be eligible for bonuses, profit sharing, paid medical and parental leave (eligibility requirements apply), and participation in the firm's Travel Award Program.
• All associates eligible for the firm's Employee Assistance Program.