US Financial Advisor

About the Role

Edward Jones is a Fortune 500¹ company where people come first. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors.

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.

Benefits

• A firm-provided branch office in the community.
• Client support to help lighten the load.
• A support network that extends from your client support team office to your region to the home office.
• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• A 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• Flexibility in your 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 for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program.
• Employee Assistance Program.

Compensation

• Earn Salary, Commissions, New Asset Compensation.
• No ceiling to your earning potential and growth.
• A multi-faceted compensation package that also includes 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.
• State insurance licenses preferred.
• Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Qualifications

• Experience in financial services working with clients.
• In-depth knowledge of investment products and services.
• A track record of success.
• 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.
• Ambition, self-motivation and commitment to establishing long-term client relationships.
• Driven by performance.
• Confident and possess the ability to think critically, with sound judgment.