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’ll work independently but will have a team of thousands backing you every step of the way.
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They’re confident and possess the ability to think critically, with sound judgment.
What characteristics would make you a successful financial advisor?
• Strong communications 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® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor