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US Experienced Financial Advisor

Edward Jones • Waco, TX 76702 • Posted 22 days ago

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In-person • Full-time • Mid Level

Job Highlights

Using AI ⚡ to summarize the original job post

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and funding education. You will develop and grow your own practice, supported by branch office support, a home-office team, and other regional financial advisors. This role involves learning to be a financial advisor through a comprehensive training program, delivering personalized investment and financial solutions, and taking ownership of your business's growth and success.

Responsibilities

  • Learn to be a financial advisor through the company's comprehensive training program.
  • Deliver personalized investment and financial solutions to clients.
  • Take ownership of your business's growth and success.
  • Meet professional and personal objectives related to building your practice.
  • Work in and positively impact your local community.

Qualifications

Required

  • Interest in financial services/markets and how they work
  • Love of learning and challenges, including determination to succeed
  • Skilled in long-term relationship building
  • Comfortable in your ability to think critically
  • Passion for new opportunities

About Edward Jones

Edward Jones is a financial services firm operating in the United States that provides personalized investment advice and services primarily to individual investors. With a focus on financial planning, retirement planning, estate planning, and investment management, it offers a variety of investment options such as stocks, bonds, mutual funds, and annuities. Known for its long-term client relationships, Edward Jones has a network of over 15,000 financial advisors dedicated to helping clients achieve their financial goals.

Full Job Description

**We're bullish about your future here.**

Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.

**Job Overview**

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.

**Earn salary, commissions, new asset compensation**

+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel

+ The flexibility that you need to balance your personal and professional lives - the best of both worlds

As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator

Hiring Minimum $50,000

Hiring Maximum $125,000

**Skills/Requirements**

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

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.