US Experienced Financial Advisor
Edward Jones5 months ago
Seattle, WA, 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 backed by a highly supportive team – including branch associates, a home-office team and regional financial advisors – and over 100 years of trusted expertise. You’ll have the opportunity to create tailored financial solutions, build lasting client relationships and make a positive impact in your community.
Key Responsibilities
- Build relationships through face-to-face and virtual sourcing strategies including residential, business networking, referrals, social media and speaking engagements.
- Deeply understand clients’ needs to develop personalized, comprehensive strategies that accelerate trust and help achieve their financial goals.
- Oversee branch processes and team roles to ensure a high-quality, streamlined client experience aligned with firm policies and regulatory requirements.
- Engage and motivate the branch team to create, monitor, and adjust the business plan to drive branch effectiveness and desired results.
- Foster an environment of mutual trust, respect, feedback, and accountability within the branch.
- Complete ongoing training to maintain registrations, licenses and compliance with regulatory authorities.
- Leverage a firm-provided branch office, client support system and an extensive network to focus on client service.
Required Qualifications
- Series 7 and Series 66 credentials are required.
- Proven experience in financial services with in-depth knowledge of investment products and a track record of client success.
- Strong communication skills, self-motivation, and the ability to build long-term client relationships.
Preferred Qualifications
- State insurance licenses are preferred.
- Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™ or Chartered Retirement Planning Counselor™.
Benefits & Perks
- Compensation: Enjoy unlimited earning potential with a mix of salary, commissions, and new asset compensation, including bonus opportunities, profit sharing, and incentive travel.
- Comprehensive medical, prescription drug, dental, and vision coverage along with voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
- Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
- Retirement benefits including a 401k plan and tax-advantaged accounts like Health Savings Account (HSA) and Flexible Spending Account (FSA), plus paid sick leave and time off where applicable.
- Access to the Employee Assistance Program and the firm’s Travel Award Program, ensuring a well-rounded support system.
Required Skills
Investment Advisory
Critical Thinking
Relationship Building
Financial Planning
Communication
Sales