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

Financial Advisor

Edward Jones HQ

Financial Advisor Opportunity Edward Jones is looking for a Financial Advisor to build and grow a practice with branch, home office, and regional support. You will help clients achieve long‑term financial goals and contribute to the firm’s success. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions, referrals, social media, speaking engagements). Deeply understand clients’s and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies. Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies, regulations, and ethics. Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve results. Create a highly engaging, trusting, respectful, feedback‑and accountability environment within the branch. Qualifications & Requirements At least a bachelor’s degree or equivalent work‑related experience within securities/financial services. Financial services and/or sales experience. Financial services registration, licensing, or certification. Professional and/or military career progression. Licensing SIE (obtainable without firm sponsorship), Series 7 and Series 66 required; registrations may be obtained at Edward Jones during paid study. FINRA registrations required within three months; state insurance licenses required. Ongoing training from the firm and regulatory authorities (FINRA and SEC) and required CE training to keep licenses in good standing. Benefits Medical, prescription drug, dental, vision, voluntary benefits such as accident, hospital indemnity, and critical illness. Disability income continuation, basic life, and basic AD&D coverage provided at no cost. 401(k) retirement plan and tax‑advantaged accounts (Health Savings Account, Flexible Spending Account). Paid sick leave, paid time off, and paid parental leave (eligible). Bonuses, profit sharing, and participation in the firm’s Travel Award Program. Employee Assistance Program available to all associates. Compensation Paid training and trainee compensation while building practice. Supplemental salary for up to five years. Commissions and compensation for new assets acquired in first five years. Incentive travel and profit‑sharing opportunities. 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 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Elm Grove, WI vacancy
  • $45k - $100k

     ...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elm Grove, WI
    1 day ago
  •  ...an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing...  ...inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale... 
    Suggested
    Work at office

    Kestra Holdings

    Brookfield, WI
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Elm Grove, WI
    1 day ago
  • $20.52 - $27.78 per hour

     ...Region Locations Midwest Wisconsin - Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This... 
    Suggested
    Hourly pay
    Work at office
    Monday to Friday
    Afternoon shift

    Herzing University

    Brookfield, WI
    4 days ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make... 
    Suggested
    Local area

    Thrivent Financial

    Wauwatosa, WI
    2 days ago
  • $61k - $119k

    Northwestern Mutual is seeking a Financial Advisor in Elm Grove, Wisconsin, to guide clients in achieving their financial goals. The role involves building a client base, developing personalized financial plans, and managing these plans over time. The position offers a... 

    Northwestern Mutual

    Elm Grove, WI
    4 days ago
  • $61k - $119k

    Northwestern Mutual Life Insurance Company in Elm Grove, WI, is seeking a Financial Advisor. This role entails client-building, delivering personalized financial plans, and substantial earnings potential through a performance-based structure. With comprehensive training... 

    Northwestern Mutual Life Insurance Company

    Elm Grove, WI
    1 day ago
  • Edward Jones is seeking a Financial Advisor in Elm Grove, Wisconsin, to help clients achieve their long-term financial goals. This role involves building relationships and contributing to the firm’s success through strategic client engagement and personalized financial... 

    Edward Jones

    Elm Grove, WI
    1 day ago
  •  ...Financial Advisor Senior The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and... 
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Elm Grove, WI
    5 days ago
  •  ...Junior Financial Advisor World Investment Advisors, part of World Insurance Associates, is a nationally recognized financial services firm dedicated to providing premier wealth management and retirement plan investment advisory services to individuals, high net worth... 
    Work from home
    Flexible hours

    World Insurance Company Defunct

    New Berlin, WI
    5 days ago
  • Why a Great Opportunity This is a well known Distribution Company that is growing at a tremendous rate Excellent work environment New Technologies Want IT to truly be the driving force of the business Strong team environment Job Description My client...

    NPAworldwide

    New Berlin, WI
    7 hours ago
  •  ...Junior Financial Advisor (Associate Financial Advisor) Wealth Management Firm New Berlin, WI Please note: Client Service Associates with long-term aspirations to become Financial Advisors are encouraged to apply This is not a sales, business development, or... 

    NPAworldwide

    New Berlin, WI
    4 days ago
  •  ...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes...  ...has an exciting opportunity for a Vice President, Financial Advisor to join our team in Brookfield, Wisconsin. This role is a key... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Brookfield, WI
    3 days ago
  • A leading financial services company in Elm Grove seeks a Financial Advisor Senior to forge lasting relationships with clients, offering tailored investment solutions based on their individual goals. The successful candidate will have at least one year of investment sales... 
    Remote job
    Work at office
    Flexible hours

    Huntington Bancshares, Inc.

    Elm Grove, WI
    3 days ago
  • A leading financial services firm in New Berlin is seeking financial advisors to build and grow their own practices. As an advisor, you'll receive comprehensive training, ongoing support, and a compensation package that includes a salary for the first five years. You'll... 

    Edward Jones

    New Berlin, WI
    1 day ago
  • Northwestern Mutual is offering a College Financial Representative internship in Elm Grove, Wisconsin. Interns receive guidance in building an integrated financial planning practice while gaining exposure to exclusive financial products and local experts. Responsibilities... 
    Full time
    Internship
    Local area

    UNAVAILABLE

    Elm Grove, WI
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Milwaukee, WI
    4 days ago
  • Description Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial...  ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors... 
    Local area

    Summit Credit Union

    Waukesha, WI
    4 days ago
  • $51.8k - $95.9k

     ...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of... 
    Contract work
    Part time
    Local area

    Bmo

    Milwaukee, WI
    4 days ago
  • $90k - $120k

     ...Job Description: Our client is a fee-only boutique wealth management firm. They are seeking a Financial Advisor to join their growing team. Their services include industry innovations such as Career Asset Management, Elder Life Planning, and Caring Hearts Conversations... 
    Flexible hours

    Financial Planner Recruiting, LLC

    Milwaukee, WI
    4 days ago
  •  ...Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships. This position... 

    Voya Financial

    Milwaukee, WI
    4 days ago
  •  ...Financial Advisor - Client Relationship Focus At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven... 
    Local area

    Drake and Associates

    Waukesha, WI
    4 days ago
  •  ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan... 

    Voya Financial Advisors Inc

    Milwaukee, WI
    4 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Milwaukee, WI
    2 days ago
  • A financial advisory firm based in Brookfield seeks an Associate Financial Advisor. This role involves preparing client tax returns, assisting Lead Advisors in client relationships, and managing financial plans. Requirements include a Bachelor's degree, CPA license, and... 
    Full time

    Bluespring Wealth Partners

    Brookfield, WI
    1 day ago
  • $61k - $119k

    Northwestern Mutual is looking for a financial advisor in Pewaukee, Wisconsin. As a financial advisor, you will grow your client base and build personalized financial plans. The role offers performance-based earnings with average annual earnings ranging from $61,000 to... 

    UNAVAILABLE

    Pewaukee, WI
    1 day ago
  • $61k - $250k

    Northwestern Mutual is seeking a Financial Advisor in Waukesha, Wisconsin, who will help clients achieve their financial goals through tailored financial planning. Responsibilities include growing a client base, managing personalized financial plans, and developing relationships... 

    Northwestern Mutual

    Waukesha, WI
    2 days ago
  • $61k - $250k

    Northwestern Mutual in Pewaukee, WI seeks a Financial Advisor to build a thriving practice through comprehensive training and uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships... 

    Northwestern Mutual

    Pewaukee, WI
    2 days ago
  • JMG Financial Group, Ltd. is one of the largest independently owned fee‑based wealth management firms in the Midwest. JMG provides wealth...  ...recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. Position Financial Advisor (Full‑time).... 
    Full time
    Temporary work
    Work at office

    JMG Financial Group, Ltd.

    Pewaukee, WI
    1 day ago
  • JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years... 
    Full time

    JMG Financial Group, Ltd.

    Pewaukee, WI
    1 day ago

Do you want to receive more vacancies?

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