Financial Advisor - Career Change Opportunity

About the position

As a financial advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement planning, wealth building, estate strategies, and education funding. You will develop and grow your own practice with the support of a branch team, home-office team, and regional financial advisors. The role emphasizes building relationships, understanding client needs, and leading a branch team to provide high-quality service. You will benefit from extensive training, a supportive network, and a compensation structure that rewards your efforts and growth.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Understand clients' needs, priorities, and concerns to create personalized strategies.
• Oversee branch processes to ensure a high-quality client experience.
• Engage the branch team to create and monitor the branch business plan.
• Create a highly engaging environment of mutual trust and accountability.

Requirements

• A bachelor's degree is strongly preferred or equivalent work-related experience in the financial services industry.
• Financial services and/or sales experience is required.
• Financial services registration, licensing, or certification is necessary.
• Professional and/or military career progression is considered.

Nice-to-haves

• Interest in financial services and markets.
• Love of learning and challenges.
• Skilled in long-term relationship building.
• Comfortable with critical thinking.

Benefits

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits such as accident and critical illness coverage.
• Disability income continuation.
• Basic life and AD&D coverage at no cost.
• 401k retirement plan.
• Health savings account and flexible spending account.
• Paid sick leave and paid time off.
• Bonuses and profit sharing opportunities.
• Paid medical and parental leave for eligible advisors.