US Experienced Financial Advisor
$50kEdward Jones
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. Benefits Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( . 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 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview 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™ Read More About Skills/Requirements 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 ( Read More About Awards & Accolades 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 9 million clients and 20,000 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 2024, data as of December 2023. 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. #J-18808-Ljbffr
$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a... ...your clients, we want to connect. This role is part of the Experienced Advisor Program, with a competitive compensation package and...SuggestedShift workDay shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...of motivation and drive Legal authorization to work in the US without sponsorship *Individuals are required to have a minimum...SuggestedWork at office- ...Financial Advisor Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies... ...approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build...SuggestedWork at officeFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners...SuggestedFull timeContract workFor contractorsWork at office- ...Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for...SuggestedRemote workFlexible hours
$225k - $275k
...position Golden Reserve is looking for an experienced financial sales professional. This senior level... ...leader and mentor for developing advisors. Advisors who establish themselves as... ...solving, and toughness. If you want to help us change the world of finance and are looking...- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice...
$28.85 - $33.65 per hour
...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... ...(United States of America) Hours Per Week 40 Pay Transparency US - OH - Cleveland - 2069 W 25th St - Ohio City (OH2245) Pay range...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$110k - $130k
Services Investment Banking (Experienced) Analyst Join to apply for the Services Investment... ...leading independent investment bank and financial advisory firm focused on the global middle... ...to work for any employer in the US. We are unable to sponsor or take over sponsorship...Full timeWork visa$125 per hour
...refinancing, and specialty loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none.... ...to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most...Hourly payMinimum wageLocal areaFlexible hours$1,000 per month
Northwestern Mutual is seeking College Financial Representatives for an internship program in Beachwood, Ohio. Interns will learn to build... ...planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking to develop...InternshipFlexible hours$105k - $250k
...Job Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries... ...and Policy Sales and Trading About Us Equal Employment Opportunity Citizens,...Temporary workLocal areaFlexible hours- PARKER HANNIFIN CORP in Cleveland, Ohio, is seeking an experienced accounting professional to support financial reporting and analysis. The role involves working... ...and Microsoft Power Apps is highly desirable. Join us in a dynamic environment that encourages continuous...
$125k - $175k
...with custodial distribution relationship financial consultants in their branches through seminars... ...for Business Development Financial Advisor who will assist in bringing in new clients... ...and grow. We all work together, each of us motivating those around us with our commitment...Temporary workWork at officeLocal areaImmediate startFlexible hours$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to... ...equivalent business experience (required) Work Experience Experienced in developing current and new client relationships, achieving...Hourly payWork experience placementWork at officeDay shift$100k - $150k
...Financial Advisor – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients...Summer workWork at office- ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing discretionary...
- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...Immediate start
$18 - $21 per hour
...Financial Counselor Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville...Hourly payTemporary work$75k
...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...required to participate in the application process, please contact us via email at ****@*****.*** . Please include "...Full timeTemporary workPart timeWork experience placementWork at office- ...Competitive Paid Time Off Employee Assistance Program - mental, physical, and financial wellness assistance Tuition Reimbursement/Assistance for qualified applicants And much more... About Us People are our passion and purpose. Highland Springs is a 72 bed hospital located...Full timeLocal area
- Golden-Reserve-LL is seeking an experienced financial sales professional in Cleveland, Ohio. The individual will conduct client meetings, uphold high standards, and benefit from guaranteed salary increases starting in the second year. With no book of business required,...
$115k - $145k
...Overview As an experienced Analyst, you will play a central role at Cornerstone Research. You will work in case teams that range in size... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal area$18 - $23.08 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...clients, listen to uncover financial needs and transition clients... ...client service role (required) Experienced in cash handling (required) General... ...has opened doors in our communities. Let us open one for you.Hourly payPart timeWork experience placementFlexible hoursShift workDay shift- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined...Local area
- Northwestern Mutual in Beachwood, Ohio is seeking ambitious individuals to become financial advisors. You'll have the opportunity to help clients achieve their financial goals through strategic planning and comprehensive services. Our robust training programs support your...
$141.9k - $286k
...that's why there's nowhere like RSM. Overview RSM US LLP is seeking an experienced and visionary Director, Intelligent Risk Management (IRM)... ...Own senior client relationships and serve as a trusted advisor to executive leadership. Contribute to the execution of...Work experience placementInternshipLocal area$70k - $100k
Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a... ...Client Services Coordinator. Unlike other financial institutions, this is NOT an... ...in this workplace. If you want to help us change the world of finance and are looking...Work at officeAfternoon shift$112.5k
...Financial Consultant Salary: $112,500.00 We have partnered with a Financial Services firm... ...review the description below and let us know if you are interested. Prioritized... ...confidence with our client to serve as the main advisor for their wealth management needs...Work at officeRemote work- ...Financial Professional 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 Independence area to work plan sponsor relationships...
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