Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Edward Jones HQ

Opportunity Edward Jones is seeking dedicated financial advisors to build and grow independent client practices. You will deliver personalized financial solutions while supported by a branch team, regional network, and extensive training. Key Responsibilities Build relationships to create new clients through face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions, referrals, social media, speaking engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies that help them achieve 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 develop, monitor, and adjust the branch business plan to increase effectiveness and achieve desired business results. Create a highly engaging environment in the branch that promotes mutual trust, respect, feedback, and accountability. What makes a successful financial advisor? An interest in financial services/markets and how they work. Love of learning, challenges, and determination to succeed. Skill in long‑term relationship building. Comfortable with critical thinking. Passion for new opportunities. Skills / Requirements At least one of the following: A bachelor’s degree is strongly preferred or equivalent work‑related experience within the securities/financial services industry. Financial services and/or sales experience. Financial services registration, licensing, or certification. Professional and/or military career progression. Licensing SIE (obtained without firm sponsorship); Series 7 and Series 66 will be required. If not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC) as well as required CE training to keep licenses in good standing. Benefits Medical, prescription drug, dental, and vision coverage (including voluntary benefits such as accident, hospital indemnity, and critical illness). Certain benefits are provided at no cost to advisors. 401(k) retirement plan and tax‑advantaged accounts (health savings account, flexible spending account). Paid sick leave and paid time off where required by law. Eligibility for bonuses, profit sharing, and participation in the Travel Award Program. Employee Assistance Program. EEO Statement 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. #J-18808-Ljbffr Edward Jones

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Durham, NC vacancy
  • $100k - $250k

     ...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic...  ...Position Overview We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent... 
    Suggested
    Work at office
    Local area

    Wisepath Group

    Durham, NC
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Durham, NC
    4 days ago
  •  ...includes scheduling, registration, coding, billing, and other essential revenue functions for Duke Health. Duke Ancillary Service Access Financial Care Counselor Work hours: Monday - Friday 8:00a - 4:30p This is a float position and will require some travel. *** DUHS... 
    Suggested
    Work at office
    Local area
    Monday to Friday

    340B Health

    Durham, NC
    21 hours ago
  • $92.5k - $150k

     ...Job Description Job Description Salary Range:$92,500.00 To $150,000.00 Annually   JOB TITLE: Financial Advisor   EMPLOYER: Signature Estate & Investment Advisors               DEPARTMENT: W2 Advisor Team   REPORTS TO: Lead Advisor     SUMMARY:... 
    Suggested

    SEIA, LLC / Bates Wealth Advisors, LLC

    Chapel Hill, NC
    28 days ago
  •  ...Financial Care Counselor At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together. Pursue... 
    Suggested
    Work at office
    Local area

    Dukehealth.org

    Durham, NC
    21 hours ago
  •  ...includes scheduling, registration, coding, billing, and other essential revenue functions for Duke Health. Duke Specialty of Greensboro Financial Care Counselor Work hours: *** DUHS Commitment Bonus Program $5000.00 (paid in 2 installments over 12 months - 6 month increments)... 
    Work at office
    Local area

    340B Health

    Durham, NC
    21 hours ago
  • Duke University Health System's Patient Revenue Management Office (PRMO) seeks a Financial Care Counselor to support accurate patient accounts and financial planning for services at Duke Health. The role emphasizes upfront insurance verification and patient education on... 
    Work at office

    Duke Careers

    Durham, NC
    3 days ago
  • $92k - $140k

    Director, Executive Search at JustinBradley JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their team. The firm's financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady... 
    Full time

    JustinBradley

    Chapel Hill, NC
    21 hours ago
  • $115.92k

     ...Job Description Job Description Are you an experienced financial professional who wants to take your practice to the next level?...  .... Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice... 
    Contract work
    Fixed term contract

    New York Life

    Durham, NC
    13 days ago
  • $115.92k

     ...If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At...  ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the... 
    Contract work

    New York Life

    Durham, NC
    3 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Durham, NC
    5 days ago
  •  ...North Carolina. This position entails essential accounting functions including managing accounts payable and receivable, completing financial reports, and maintaining accurate records. The role requires a dedicated individual with a Bachelor's degree in accounting or... 

    Church World Service

    Durham, NC
    1 day ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Durham, NC
    4 days ago
  •  ...Fidelity Investments is seeking a financial advisor in Durham, North Carolina, to develop customized financial plans for clients. In this role, you will engage with existing clients and utilize Fidelity's planning tools to provide personalized investment solutions. The... 

    Fidelity Investments

    Durham, NC
    21 hours ago
  • $80k - $95k

     ...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined... 
    Work experience placement
    Work at office

    Teachers Insurance and Annuity Association of America

    Durham, NC
    3 days ago
  •  ...Producer. Position Summary The Senior FP&A Analyst will be responsible for leading monthly management reporting, providing financial modeling and analytical support for short- and long-range business plans, and execution support for corporate financial planning and... 
    Full time
    Temporary work
    Immediate start
    Work from home
    Flexible hours

    Heelstone Renewable Energy

    Durham, NC
    1 day ago
  • Primary Office Location: 1050 Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment ...
    Work at office

    First National Bank of Pennsylvania

    Durham, NC
    4 days ago
  •  ...Sr. FP&A Analyst Senior FP&A Analyst will be responsible for leading monthly management reporting, providing financial modeling and analytical support for short- and long‑range business plans, and execution support for corporate financial planning and forecasting. This... 
    Full time
    Temporary work
    Immediate start
    Flexible hours

    Heelstone Renewable Energy

    Durham, NC
    3 days ago
  •  ...ThermoFisher Scientific is seeking a Senior Analyst in Durham, North Carolina. You will play a vital role in supporting financial objectives through comprehensive analysis and reporting. The ideal candidate will possess an advanced degree or significant financial experience... 

    Thermo Fisher Scientific

    Durham, NC
    21 hours ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Durham, NC
    3 days ago
  •  ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Durham, NC
    more than 2 months ago
  •  ...Schedule: Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon

    Durham, NC
    1 day ago
  •  ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Durham, NC
    21 hours ago
  •  ...Hours Monday - Friday 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon Bank

    Durham, NC
    4 days ago
  •  ...Financial Planning And Accounting Director Directs financial planning and accounting practices including: budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners with the business, providing subject... 
    Local area

    Avery Healthcare Group Ltd.

    Durham, NC
    2 days ago
  •  ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and... 
    Temporary work
    Work experience placement
    Work at office

    PNC Financial Services Group

    Durham, NC
    2 days ago
  • Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and...
    Remote work

    Lucid Software

    Durham, NC
    4 days ago
  •  ...internal cross‑functional business partners and for external advisors and donors seeking pertinent information regarding our investment...  ...laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑... 
    Full time

    Fidelity Investments Inc.

    Durham, NC
    3 days ago
  • Habitat For Humanity Of Durham is seeking a financial advisor responsible for helping clients achieve their financial goals. You will triage client leads, advise on investments, and guide clients through building financial plans with brokerage products. The ideal candidate... 

    Habitat For Humanity Of Durham

    Durham, NC
    3 days ago
  •  ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    Fairygodboss

    Durham, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!