Client Financial Partner

Job Overview This position is open for a limited time, anticipated to remain available for 30 days, starting from 01-Aug-2025. Please note that the posting may close early due to a high volume of applicants. Are you looking for a rewarding career transformation? Consider becoming a Client Financial Partner with Edward Jones. In this role, you will work closely with clients to guide them in achieving their long-term financial objectives, including retirement planning, wealth accumulation, estate strategy development, and education funding. As a Client Financial Partner, you will have the opportunity to establish and grow your own practice, backed by a supportive branch team, an extensive home-office crew, and fellow regional financial professionals. With a legacy spanning over 100 years, Edward Jones proudly operates more offices than any other investment firm in the U.S. and Canada, serving over eight million clients. We believe that our financial partners are invaluable contributors to our success. Our inclusive environment fosters diversity of thought and perspective, facilitating our collective growth and achievement. You will play a key role in leading your branch team in client engagement, understanding their unique goals, and building trust. Support and Resources: Comprehensive paid training to help you achieve registration and licensing through our industry-leading program. A starting salary for the first five years as you develop your client base. A fully-equipped branch office in your community. Team support to ease your workload, allowing you to concentrate on your clients. A network of thousands of professionals ready to assist you. What You Can Expect: No limits on your earning potential; your compensation is directly linked to your efforts. A competitive compensation package that features opportunities for commissions, profit sharing, and incentive travel. Flexibility to balance your personal and professional commitments. A commitment to continuous improvement and professional growth. Core Responsibilities: Foster relationships to attract new clients through various strategies, including face-to-face meetings, virtual connections, networking events, and social media. Listen closely to clients' needs and create personalized strategies to meet their financial goals. Ensure a high-quality client experience by overseeing branch processes and adhering to firm policies and ethical standards. Collaborate with your branch team to monitor and adjust business plans for enhanced effectiveness. Encourage a culture of trust, respect, and accountability within the branch. Rewards & Benefits: At Edward Jones, our compensation and benefits package is designed with your needs in mind: Medical, dental, and vision coverage. 401(k) retirement plan and tax-advantaged accounts. Paid time off, sick leave, and parental leave for qualified advisors. Eligibility for bonuses, profit sharing, and participation in the Travel Award Program. Access to the Employee Assistance Program. Preferred Qualifications: A strong preference for a bachelor's degree or equivalent experience in the financial services industry. Experience in financial services and/or sales is beneficial. Prior registration, licensing, or certification in financial services would be advantageous. A proven track record of career progression in professional or military settings. Licensing Requirements: Completion of the SIE exam (which you can pursue independently), with Series 7 and Series 66 required thereafter. If not already registered, you may obtain these during our paid study period. FINRA licensing is required within three months, along with applicable state insurance licenses. Continuous training is mandatory to maintain licenses in good standing. About Us: Join Edward Jones, a Fortune 500 company that prioritizes people. With over 20,000 financial advisors and nine million clients, we focus on client needs rather than shareholder profits. Our mission is to partner for positive impact and improve the lives of our clients, colleagues, and communities. By fostering an innovative and inclusive environment, we aim to attract and nurture exceptional talent.