US Experienced Financial Advisor

Edward Jones10 months ago
Jackson, MS, United States
Hybrid
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

We're Bullish About Your Future Here. Your experience is valuable to us – and we know you have options.
At Edward Jones, our unique branch-team business model gives you the support you need: one financial advisor at the helm,
backed by a dedicated branch office administrator and a nationwide network. As a financial advisor here, you’ll develop and grow your own practice,
supported by a team that spans branch associates, a home-office team, and regional financial advisors. With a legacy built over 100 years,
you will help deliver tailored solutions to meet your clients’ unique and complex needs while building your practice your way – with 100% support from us.

We value an inclusive environment where different viewpoints lead to success, and we are dedicated to positively impacting our clients’ lives
by helping them achieve their long-term financial goals.

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’ needs and concerns to accelerate trust and create personalized, comprehensive strategies.
  • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience in line with firm policies, regulatory requirements, and ethical guidelines.
  • Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve business results.
  • Create a highly engaging environment of mutual trust, respect, feedback, and accountability.
  • Complete ongoing training required by the firm and regulatory authorities to maintain registrations and licenses in good standing.
  • Utilize the firm-provided branch office and client support team so you can focus on building client relationships.
  • Leverage a support network that extends from your local office to regional and home office teams.

Required Qualifications

  • Series 7 and Series 66 required.
  • Proven experience in financial services working with clients, with in-depth knowledge of investment products and services.
  • Strong communication skills, a self-starter mentality, and a demonstrated ability to build long-term client relationships.
  • A commitment to ongoing professional development and regulatory training.

Preferred Qualifications

  • State insurance licenses.
  • Additional professional designations (e.g., CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™).
  • A passion for learning, embracing challenges, and adapting to new information to find the best solutions for clients.

Benefits & Perks

  • Comprehensive compensation and benefits package including medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, and critical illness).
  • Disability income continuation, basic life, and basic AD&D coverage provided at no cost to financial advisors.
  • 401k retirement plan along with tax-advantaged accounts such as a health savings account and flexible spending account.
  • Flexibility in your schedule along with eligibility for paid sick leave and paid time off, where required by law.
  • Opportunities for bonuses, profit sharing, and incentive travel as part of a multi-faceted compensation model with no ceiling on your earning potential.
  • Eligibility for paid medical and parental leave and participation in the firm’s Travel Award Program.
  • Access to the firm's Employee Assistance Program.
  • Hiring Range: Minimum $50,000 – Maximum $125,000.

Required Skills

Financial Planning
Regulatory Compliance
Client Relationship Building
Networking
Investment Strategy
Communication
Series 7
Series 66