Financial Advisor

Summary

Edward Jones is a financial services firm that helps clients and communities achieve positive impact through personalized financial guidance. The Financial Advisor builds and grows a client practice, develops long-term client relationships, delivers comprehensive investment and financial strategies, and leads branch operations and business development.

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

Skills

• Candidates should have at least one of the four qualifications bullets listed below:
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression
• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required
• FINRA registrations required within three months. State insurance licenses will be required
• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry

Qualifications

Must Haves

• Candidates should have at least one of the four qualifications bullets listed below:
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression
• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required
• FINRA registrations required within three months. State insurance licenses will be required

Nice to Haves

• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry

Benefits

• Paid training, including registration and licensing support
• A firm-provided branch office in the community
• Branch office support
• A support network extending from the branch office to the region and home office
• Opportunities for commissions, profit sharing and incentive travel
• Flexibility to balance personal and professional lives
• A culture of continuous improvement and professional development
• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage
• Disability income continuation coverage at no cost to financial advisors
• Basic life coverage at no cost to financial advisors
• Basic AD&D coverage at no cost to financial advisors
• 401k retirement plan
• Health savings account
• Flexible spending account
• Schedule flexibility
• Paid sick leave, where required by applicable law
• Paid time off, where required by applicable law
• Bonuses, for eligible financial advisors
• Profit sharing, for eligible financial advisors
• Paid medical leave for Financial Advisors who satisfy eligibility requirements
• Paid parental leave for Financial Advisors who satisfy eligibility requirements
• Participation in the firm's Travel Award Program, for eligible financial advisors
• Employee Assistance Program