Edward Jones
Financial Advisor at Edward Jones summary:
A Financial Advisor partners with clients to develop personalized strategies for achieving long-term financial goals such as retirement, wealth building, and estate planning. The role involves building new client relationships, leading branch operations, and adhering to regulatory and ethical standards while receiving extensive training and support. Compensation includes salary, commissions, and bonuses, with a focus on continuous professional development and community impact.
Job Overview This posting may close early due to the volume of applicants.
We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – Get registered, licensed, and learn how to be a financial advisor with the industry’s top training program.
Salary for the first five years as you begin to build your practice.
A firm-provided branch office in the community.
Branch office support to help lighten the load so you can focus on your clients.
A support network that extends from your branch 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.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
A compensation package that includes opportunities for commissions, profit sharing and incentive travel.
The flexibility that you need to balance your personal and professional lives – the best of both worlds.
A culture of continuous improvement and professional development.
Key Responsibilities
Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (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 them 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.
Benefits Edward Jones’ compensation and benefits package includes medical, 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 The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
Skills/Requirements
An interest in financial services/markets and how they work.
Love of learning and challenges, including determination to succeed.
Skilled in long‑term relationship building.
Comfortable in your ability to think critically.
Passion for new opportunities.
Licensing
SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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 proud to be privately owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: 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. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
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.
Keywords: financial advisor, investment strategies, wealth management, retirement planning, client relationship management, financial services, estate planning, licensed financial advisor, commission‑based compensation, financial planning
#J-18808-Ljbffr
Job Overview This posting may close early due to the volume of applicants.
We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – Get registered, licensed, and learn how to be a financial advisor with the industry’s top training program.
Salary for the first five years as you begin to build your practice.
A firm-provided branch office in the community.
Branch office support to help lighten the load so you can focus on your clients.
A support network that extends from your branch 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.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
A compensation package that includes opportunities for commissions, profit sharing and incentive travel.
The flexibility that you need to balance your personal and professional lives – the best of both worlds.
A culture of continuous improvement and professional development.
Key Responsibilities
Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (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 them 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.
Benefits Edward Jones’ compensation and benefits package includes medical, 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 The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
Skills/Requirements
An interest in financial services/markets and how they work.
Love of learning and challenges, including determination to succeed.
Skilled in long‑term relationship building.
Comfortable in your ability to think critically.
Passion for new opportunities.
Licensing
SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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 proud to be privately owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: 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. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
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.
Keywords: financial advisor, investment strategies, wealth management, retirement planning, client relationship management, financial services, estate planning, licensed financial advisor, commission‑based compensation, financial planning
#J-18808-Ljbffr