Edward Jones
US Experienced Financial Advisor
– Edward Jones
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 over 100 years of history and the unique branch‑team business model that focuses on building client relationships. Edward Jones offers world‑class products, services and support, and a 100% support system to help you succeed.
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, complete ongoing training offered by the firm and regulatory authorities, and required training to maintain registrations and licenses in good standing.
Use the firm‑provided branch office in the community.
Provide client support to help lighten the load so you can focus on your clients.
Work independently while having a team of thousands backing you every step of the way.
Candidate 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.
Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
Desired Skills and 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 and seeking the right solutions for clients.
Comfortable in thinking critically.
Passion for new opportunities.
Benefits Edward Jones offers medical, prescription drug, dental, vision, and voluntary benefits such as accident, hospital indemnity, and critical illness. Disability income continuation, basic life, and basic AD&D coverage are provided at no cost to advisors. A 401(k) retirement plan and tax‑advantaged accounts—health savings account and flexible spending account—are available. Advisors have flexibility in their schedule and can use paid sick leave and paid time off where required by applicable law. Bonuses, profit sharing, paid medical and parental leave, and participation in the Travel Award Program are potential benefits. All associates are eligible for the Employee Assistance Program.
Compensation
Hiring Minimum: $50,000 / yr; Hiring Maximum: $125,000 / yr.
No ceiling to earning potential; compensation is tied to effort.
Multi‑faced package includes profitability bonuses, profit sharing, and incentive travel.
Flexibility to balance personal and professional lives.
Equal Opportunity and Legal Compliance Edward Jones is prohibited from hiring individuals with certain specified criminal history as described under the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and FINRA Rule 3110(e). Qualified applicants with arrest or conviction records will be considered for employment in accordance with these regulations. 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.
Job Details
Seniority level: Mid‑Senior level.
Employment type: Full‑time.
Job function: Finance and Sales.
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– Edward Jones
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 over 100 years of history and the unique branch‑team business model that focuses on building client relationships. Edward Jones offers world‑class products, services and support, and a 100% support system to help you succeed.
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, complete ongoing training offered by the firm and regulatory authorities, and required training to maintain registrations and licenses in good standing.
Use the firm‑provided branch office in the community.
Provide client support to help lighten the load so you can focus on your clients.
Work independently while having a team of thousands backing you every step of the way.
Candidate 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.
Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
Desired Skills and 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 and seeking the right solutions for clients.
Comfortable in thinking critically.
Passion for new opportunities.
Benefits Edward Jones offers medical, prescription drug, dental, vision, and voluntary benefits such as accident, hospital indemnity, and critical illness. Disability income continuation, basic life, and basic AD&D coverage are provided at no cost to advisors. A 401(k) retirement plan and tax‑advantaged accounts—health savings account and flexible spending account—are available. Advisors have flexibility in their schedule and can use paid sick leave and paid time off where required by applicable law. Bonuses, profit sharing, paid medical and parental leave, and participation in the Travel Award Program are potential benefits. All associates are eligible for the Employee Assistance Program.
Compensation
Hiring Minimum: $50,000 / yr; Hiring Maximum: $125,000 / yr.
No ceiling to earning potential; compensation is tied to effort.
Multi‑faced package includes profitability bonuses, profit sharing, and incentive travel.
Flexibility to balance personal and professional lives.
Equal Opportunity and Legal Compliance Edward Jones is prohibited from hiring individuals with certain specified criminal history as described under the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and FINRA Rule 3110(e). Qualified applicants with arrest or conviction records will be considered for employment in accordance with these regulations. 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.
Job Details
Seniority level: Mid‑Senior level.
Employment type: Full‑time.
Job function: Finance and Sales.
#J-18808-Ljbffr