Financial Advisor
Edward Jones
Edward Jones is seeking a Financial Advisor to build and grow a client practice using support from branch and regional teams. Key Responsibilities Build relationships and acquire new clients through face‑to‑face, virtual, networking, referrals, social media, and speaking engagements. Deeply understand clients’ goals and needs to develop personalized, comprehensive strategies. Oversee branch processes and roles to ensure a high‑quality client experience in line with firm policies, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve desired business results. Create an engaging branch environment rooted in mutual trust, respect, feedback, and accountability. Qualifications and Skills At least one of the following: bachelor’s degree or equivalent experience; financial services or sales experience; financial services registration, licensing, or certification; professional or military career progression. Interest in financial services and markets; passion for learning; strong relationship‑building ability; critical thinking skills; enthusiasm for new opportunities. Ability to learn and grow through a comprehensive training program and to deliver personalized investment and financial solutions. Licensing Requirements SIE, Series 7, Series 66, and Series 63 are required; state insurance licenses are also required. FINRA registrations must be obtained within three months of hire. Ongoing training and continuing education are required to maintain licenses. Compensation & Benefits Competitive salary and commission structure, including supplemental salary for up to five years. Health, dental, vision, and other medical coverage at no cost to advisors. 401(k) retirement plan and tax‑advantaged accounts such as HSA and FSA. Paid sick leave, paid time off, and potential bonus or profit‑sharing opportunities. Access to employee assistance programs and travel awards. Employment at Equal Opportunity (EEO) Statement Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, veteran status, pregnancy, or any other basis prohibited by applicable law. #J-18808-Ljbffr
- ...roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and... ...offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business...SuggestedWork experience placementLocal area
$2,000 per month
...Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’...SuggestedBase plus commissionFull timeWork at officeLocal area$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 their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...Suggested
$51.8k - $95.9k
...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 managed products and services...SuggestedPart timeLocal area$150k
...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...Full time$45k - $100k
...The posting may close early due to the volume of applicants. 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:...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$65k - $85k
...Financial Advisor Apply Here Who We Are Retirable is a mission‑driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and...Work at officeMonday to FridayWeekday work- ...Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...Local area
$200k
...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift 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 their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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$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 officeWork from homeHome officeFlexible hours- ...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial... ...This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine...Full timeTemporary workWork at office
- ...roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and... ...opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business...Work experience placementLocal area
- ...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 officeShift workDay shift
- ...Description Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network through business...Full timeWork at officeMonday to FridayFlexible hours
- ...Responsible for student customer service, advising students to financial aid and accounts receivable processes. The role focuses on... ...complete in compliance with established guidelines. Financial Aid Advisors (FAAs) are responsible for the verification of student aid...Work at officeFlexible hoursNight shift
- ...individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive... ...If our work resonates with you, we’d love to connect! Financial Advisor The Financial Advisor will work directly with high-net-worth clients...Work at office
$80k
...locally‑owned, independent community bank that strengthens the places we call home, one relationship at a time. ABOUT THE ROLE The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning,...Temporary workLocal areaFlexible hours- ...Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where... ...7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of...Remote workFlexible hours
- ...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...Remote workFlexible hours
- ...Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
$75k - $95k
...that loves customer service and creating a “wow” factor in the financial services industry? Do you enjoy interacting with people and... ..., prestigious company in a fun, team environment? At TruNorth Advisors, we are a close-knit company looking for the right person to complement...Work at officeMonday to Friday$48k - $60k
...About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you’ll help shape your clients’ financial...Full timePart timeWork experience placementLocal area- ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial...Work experience placement
- ...believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to...Bank staffWork at officeLocal area
$250k
...thorough background check on all new hires. Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize your...Local area
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