US Experienced Financial Advisor
Edward Jones10 months ago
Jasper, AL, United States
Hybrid
Full-time
Junior Level (1-3 years)
Job Description
Position Overview
As a Financial Advisor with Edward Jones, you will develop and grow your own practice with the support of branch associates, a home-office team, and regional financial advisors. Benefit from over 100 years of history and a nationwide support network that empowers you to deliver tailored solutions and build your practice your way.
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 to create personalized, comprehensive strategies.
- Oversee branch processes to ensure a high-quality, streamlined client experience aligned with firm policies.
- Engage the branch team to create, monitor, and adjust the branch business plan.
- Foster an engaging environment of mutual trust, respect, feedback, and accountability.
- Complete ongoing training offered by the firm and regulatory authorities.
- Leverage a firm-provided branch office and dedicated client support to focus on relationship building.
- Benefit from a support network extending from your client support team to regional and home offices.
Required Qualifications
- Strong communication skills and an ability to work independently as a self-starter.
- A passion for learning, determination to succeed, and strong long-term relationship building skills.
- Adaptability to new information and comfort with critical thinking.
- Series 7 and Series 66 licenses are required.
- Experience in financial services with in-depth knowledge of investment products and services.
Preferred Qualifications
- State insurance licenses are preferred.
- Additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™, and/or CRPC™ or Chartered Retirement Planning Counselor™.
Benefits & Perks
- Compensation: Earn a combination of salary, commissions, and new asset compensation with no ceiling on earning potential. Additional opportunities include bonus incentives, profit sharing, and incentive travel.
- Comprehensive benefits including medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life, and AD&D coverage.
- Retirement plans such as a 401k, health savings account, and flexible spending account.
- Paid sick leave, paid time off, and paid medical/parental leave for eligible advisors.
- Hiring Range: $50,000 — $125,000.
- Access to the firm’s Employee Assistance Program for additional support.
Required Skills
Regulatory Compliance
Financial Planning
Series 66
Critical Thinking
Series 7
Investment Strategies
Client Relationship Building
Networking
Communication