Financial Advisor

3 months ago

Frederick, United States Edward Jones Full time
Job 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 strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:

  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.
  • Salary for the first four years as you begin to build your practice2
  • A firm-provided branch office in the community
  • Branch office support to help lighten the load so you can focus on your clients
  • A support network that extends from your branch 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:

  • Includes bonus potential, 401K, and comprehensive health benefits

For more information please visit: Edward Jones Benefits Page

You can also expect...
  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel
  • The flexibility that you need to balance your personal and professional lives - the best of both worlds
  • A culture of continuous improvement and professional development

Key Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.

1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration

2 As your new asset compensation and commissions increase over the first four years, salary will decrease

Hiring Minimum: $
Hiring Maximum: $

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

  • An interest in financial services/markets and how they work
  • Love of learning and challenges, including determination to succeed
  • Skilled in long-term relationship building
  • Comfortable in your ability to think critically
  • Passion for new opportunities

Can you see yourself...
  • Learning to be a financial advisor through our comprehensive training program?
  • Delivering personalized investment and financial solutions to your clients?
  • Taking ownership of your business's growth and success?
  • Meeting professional and personal objectives as they relate to building your practice?
  • Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:
  • 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 (which can be 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, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.


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

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 8 million clients and 19,000 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 2023, data as of December 2022. 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.

#LI-USFATA

  • Financial Advisor

    3 weeks ago

    Frederick, United States Northwestern Mutual Wealth Management Company Full time

    Description Looking for an exciting career opportunity in Frederick, Maryland that breaks away from the standard 9-5 routine? Join the esteemed team at our financial institution in Frederick, Maryland, recognized by Fortune magazine as a top industry company. Our primary goal is to deliver exceptional service to our valued clients. As a Financial Advisor at...

  • Financial Advisor

    1 week ago

    Frederick, United States Northwestern Mutual Wealth Management Company Full time

    Description Looking for an exciting career opportunity in Frederick, Maryland that breaks away from the standard 9-5 routine? Join the esteemed team at our financial institution in Frederick, Maryland, recognized by Fortune magazine as a top industry company. Our primary goal is to deliver exceptional service to our valued clients. As a Financial Advisor at...

  • Entry-Level Financial Advisor

    3 weeks ago

    Frederick, United States Northwestern Mutual -Frederick Full time

    DescriptionEntry-Level Financial Advisor (Frederick and surrounding counties only applicants) Financial Representatives at Northwestern Mutual Frederick help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and finding financial solutions with help from our...

  • Financial Services Professional

    4 weeks ago

    Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full time

    Job Title: Financial AdvisorJob DescriptionAre you looking for a career that offers a sense of fulfillment and purpose? As a Financial Advisor at Northwestern Mutual, you will play a key role in guiding individuals towards their financial goals through personalized strategies.This position offers numerous paths for professional development, fueled by the...

  • Affluent Market Financial Advisor-

    3 weeks ago

    Prince Frederick, United States M&T Bank Full time

    Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and...

  • Client Advisor

    3 weeks ago

    Frederick, United States Ourisman Honda of Frederick Full time

    Ourisman, Trusted Tradition Here's to those who think differently. The ones who think that a car dealership's first priority should be the guest. Such a candid idea could only come from Ourisman. Because we're forward thinking, just like the communities we serve. Individuals who won't be constrained by how things "have always been done", but instead strive...

  • Client Advisor

    4 weeks ago

    Frederick, Maryland, United States Ourisman Honda of Frederick Full time

    Job SummaryOurisman Honda of Frederick is seeking a highly motivated and customer-focused Client Advisor to join our team. As a Client Advisor, you will be responsible for assisting customers with their vehicle purchases, providing product information, and ensuring a positive buying experience.Key ResponsibilitiesGreet and assist clients in a friendly and...

  • Senior Financial Consultant

    4 weeks ago

    Frederick, Maryland, United States Northwestern Mutual -Frederick Full time

    Financial Representative Role at Northwestern Mutual - FrederickAs a Financial Representative at Northwestern Mutual - Frederick, you will play a crucial role in helping clients achieve their financial goals. Your primary responsibility will be to identify, seek out, and generate prospects continuously using various marketing tools and create strong...

  • Tax Manager

    1 month ago

    Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full time

    DeLeon & Stang CPA's & Advisors is seeking a highly skilled Tax Manager with expertise in financial planning to lead our tax and financial planning services. The ideal candidate will possess in-depth knowledge of tax regulations and financial planning strategies, with a focus on delivering integrated tax and financial planning services to our clients. Key...

  • Tax Manager

    4 weeks ago

    Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full time

    Job Title: Tax Manager - Financial PlannerJob Summary:DeLeon & Stang CPA's & Advisors is seeking a highly skilled Tax Manager with expertise in financial planning to lead our tax and financial planning services. The ideal candidate will possess extensive knowledge of tax regulations and financial planning strategies, with a focus on delivering integrated tax...

  • Tax Manager- Financial Planner

    3 weeks ago

    Frederick, United States DeLeon & Stang CPA's & Advisors Full time

    DeLeon & Stang CPA's & Advisors is seeking an experienced and dynamic Tax Manager with a robust background in financial planning to join our team. The ideal candidate will possess extensive knowledge of tax regulations and financial planning strategies, with a focus on delivering integrated tax and financial planning services to our clients. This role...

  • Tax Manager

    4 weeks ago

    Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full time

    We are seeking a highly skilled Tax Manager with expertise in financial planning to collaborate with our team at DeLeon & Stang CPA's & Advisors.The ideal candidate will possess in-depth knowledge of tax regulations and financial planning strategies, with a focus on delivering integrated tax and financial planning services to our clients.This role requires...

  • Financial Advisor/Representative

    2 months ago

    Frederick, United States Northwestern Mutual Full time

    We are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. Northwestern Mutual’s Financial Representatives, stemming from different backgrounds and experiences, build rewarding practices and client relationships. Our Representatives are given the...

  • Financial Advisor/Representative

    2 months ago

    frederick, United States Northwestern Mutual Full time

    We are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. Northwestern Mutual’s Financial Representatives, stemming from different backgrounds and experiences, build rewarding practices and client relationships. Our Representatives are given the...

  • Financial Advisor/Representative

    1 month ago

    frederick, United States Northwestern Mutual Full time

    We are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. Northwestern Mutual’s Financial Representatives, stemming from different backgrounds and experiences, build rewarding practices and client relationships. Our Representatives are given the...

  • Financial Advisor/Representative

    6 months ago

    Frederick, United States Northwestern Mutual Full time

    We are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. Northwestern Mutual’s Financial Representatives, stemming from different backgrounds and experiences, build rewarding practices and client relationships. Our Representatives are given the...

  • Retirement Account Manager

    1 month ago

    Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full time

    Job OverviewAs a Retirement Account Manager at Northwestern Mutual Wealth Management Company, you will play a crucial role in helping clients achieve their retirement goals. This position requires a strong understanding of financial products and services, including variable annuities, mutual funds, life insurance, and retirement plans.Key...

  • Senior Tax Accountant

    1 month ago

    Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full time

    DeLeon & Stang CPA's & Advisors is a professional services firm dedicated to helping clients achieve their goals through expert tax and financial guidance.We are seeking a highly skilled Tax Accountant to join our team, bringing a minimum of 3 years of public accounting experience and a strong understanding of individual tax laws and regulations.The ideal...

  • Senior Tax Accountant

    1 month ago

    Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full time

    Job SummaryDeLeon & Stang CPA's & Advisors is seeking a highly skilled Tax Accountant to join our team. The ideal candidate will have a strong background in tax preparation and a passion for delivering exceptional client service.We are looking for a motivated and detail-oriented individual to assist our Tax team in managing multiple tax engagements. The...

  • Agronomy Field Sales Representative

    4 weeks ago

    Frederick, Maryland, United States Southern States Full time

    Job SummaryWe are seeking a highly motivated and experienced Agronomy Field Sales Representative to join our team at Southern States Cooperative. As a key member of our sales team, you will be responsible for driving retail sales orders of feed, seed, fertilizer, crop protectants, farm supplies, petroleum, and all related services to current and prospective...