Financial Advisor

Role Overview

Financial advisors partner with clients to help them achieve long‑term financial goals: retirement, building wealth, estate strategies, funding education, and more. As an Edward Jones financial advisor, you’ll develop and grow your own practice, supported by your branch team, a home‑office team, and other regional advisors. This role provides an opportunity to serve a diverse client base while leveraging over a century of industry experience.

Key Responsibilities

• Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, speaking engagements).
• Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies, 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.

Support & Compensation

• Paid training – registration and licensing with the industry’s top training program.
• Salary for the first five years as you build your practice.
• A firm‑provided branch office in the community.
• Branch office support to help lighten the load so you can focus on clients.
• A support network that extends from your branch office to your region to the home office.
• Unlimited earning potential and growth tied to effort.
• Compensation package includes commissions, profit sharing, and incentive travel.
• Flexibility to balance personal and professional life.
• Culture of continuous improvement and professional development.

Licensing Requirements

• SIE (obtained without firm sponsorship), Series 7 and Series 66 required; if not registered, registrations obtainable during paid study period.
• FINRA registrations required within three months; state insurance licenses required.
• Ongoing training and regulatory CE to maintain license standing.

Skills & Qualifications

• Interest in financial services/markets and how they work.
• Love of learning and challenges; determination to succeed.
• Skilled in long‑term relationship building.
• Comfortable with critical thinking.
• Passion for new opportunities.
• Education: Bachelor’s degree strongly preferred or equivalent work experience in securities/financial services; financial services and/or sales experience; financial services registration, licensing, or certification; professional or military career progression.

Benefits

Medical, prescription drug, dental, and vision coverage; voluntary benefits such as accident, hospital indemnity, critical illness; disability income continuation; basic life and AD&D coverage at no cost. 401(k) retirement plan, health savings account, and flexible spending account. Eligibility for paid sick leave, paid time off, bonuses, profit sharing, paid medical and parental leave (meeting eligibility requirements), participation in Travel Award Program, employee assistance program.

Compensation

Supplemental starting salary range $45,000 – $100,000. Additional compensation includes trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets gathered in the first five years.

Equal Opportunity Employment

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.