Edward Jones
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US Experienced Financial Advisor
role at
Edward Jones .
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. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. We value an inclusive environment where everyone's different viewpoints help to achieve results.
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.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
A firm-provided branch office in the community.
Client support to help lighten the load so you can focus on your clients.
A support network that extends from your client support team office to your region to the home office — you'll work independently but will have a team of thousands backing you every step of the way.
Benefits Edward Jones' compensation and benefits package includes 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. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors 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. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation & earning potential
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel.
The flexibility you need to balance your personal and professional life — the best of both worlds.
Hiring minimum $50,000; Hiring maximum $125,000. Applications for this role are accepted on an ongoing basis.
Qualifications / Skills
Series 7 and Series 66 required.
Experience in financial services working with clients, knowledge of investment products and services with 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.
Strong communications skills and self-starter; love of learning and challenges; long-term relationship building; adaptability; critical thinking; passion for new opportunities.
About Us Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're privately owned, placing the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. View our Purpose, Inclusion and Citizenship Report. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
Referrals increase your chances of interviewing at Edward Jones by 2x.
Get notified about new Financial Advisor jobs in Lubbock, TX.
#J-18808-Ljbffr
US Experienced Financial Advisor
role at
Edward Jones .
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. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. We value an inclusive environment where everyone's different viewpoints help to achieve results.
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.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
A firm-provided branch office in the community.
Client support to help lighten the load so you can focus on your clients.
A support network that extends from your client support team office to your region to the home office — you'll work independently but will have a team of thousands backing you every step of the way.
Benefits Edward Jones' compensation and benefits package includes 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. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors 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. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation & earning potential
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel.
The flexibility you need to balance your personal and professional life — the best of both worlds.
Hiring minimum $50,000; Hiring maximum $125,000. Applications for this role are accepted on an ongoing basis.
Qualifications / Skills
Series 7 and Series 66 required.
Experience in financial services working with clients, knowledge of investment products and services with 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.
Strong communications skills and self-starter; love of learning and challenges; long-term relationship building; adaptability; critical thinking; passion for new opportunities.
About Us Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're privately owned, placing the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. View our Purpose, Inclusion and Citizenship Report. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
Referrals increase your chances of interviewing at Edward Jones by 2x.
Get notified about new Financial Advisor jobs in Lubbock, TX.
#J-18808-Ljbffr