Edward Jones
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US Experienced Financial Advisor
role at
Edward Jones .
Base pay range $50,000.00/yr - $125,000.00/yr
Job Overview 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. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. 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.
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 work independently but have a team of thousands backing you every step of the way.
Benefits
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.
401(k) retirement plan, and tax‑advantaged accounts: health savings account and flexible spending account.
Flexibility in schedule and, where required by applicable law, eligibility for paid sick leave and paid time off.
Potential for bonuses, profit sharing, paid medical and parental leave, and participation in the firm’s Travel Award Program.
Eligibility for the firm’s Employee Assistance Program.
Earnings Potential
No ceiling to your earning potential; compensation is tied to the effort you put in.
A multi‑factual compensation package that includes opportunities for profitability bonuses, profit sharing, and incentive travel.
The flexibility you need to balance personal and professional lives – the best of both worlds.
Hiring Minimum/Maximum Hiring Minimum $50,000 Hiring Maximum $125,000
Skills and Qualifications Characteristics
Strong communication 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
Candidate Qualifications
Series 7 and Series 66 required
Experience in financial services working with clients, in‑depth knowledge of investment products and services with a track record of success.
State insurance licenses preferred.
Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, and/or CRPC™ or Chartered Retirement Planning Counselor™.
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.
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US Experienced Financial Advisor
role at
Edward Jones .
Base pay range $50,000.00/yr - $125,000.00/yr
Job Overview 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. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. 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.
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 work independently but have a team of thousands backing you every step of the way.
Benefits
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.
401(k) retirement plan, and tax‑advantaged accounts: health savings account and flexible spending account.
Flexibility in schedule and, where required by applicable law, eligibility for paid sick leave and paid time off.
Potential for bonuses, profit sharing, paid medical and parental leave, and participation in the firm’s Travel Award Program.
Eligibility for the firm’s Employee Assistance Program.
Earnings Potential
No ceiling to your earning potential; compensation is tied to the effort you put in.
A multi‑factual compensation package that includes opportunities for profitability bonuses, profit sharing, and incentive travel.
The flexibility you need to balance personal and professional lives – the best of both worlds.
Hiring Minimum/Maximum Hiring Minimum $50,000 Hiring Maximum $125,000
Skills and Qualifications Characteristics
Strong communication 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
Candidate Qualifications
Series 7 and Series 66 required
Experience in financial services working with clients, in‑depth knowledge of investment products and services with a track record of success.
State insurance licenses preferred.
Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, and/or CRPC™ or Chartered Retirement Planning Counselor™.
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.
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