Financial Advisor

1 week ago

Woodbridge, Connecticut, United States Edward Jones Full time

Financial Advisor - Clinton, CT - Market 13, Region 330 at Edward Jones summary:
As a Financial Advisor at Edward Jones, I partner with clients to help them achieve their long-term financial goals, offering personalized investment strategies. Through face-to-face and virtual outreach, I build and maintain strong client relationships while leading a branch team to ensure a high-quality client experience. With extensive training and support, I am dedicated to positively impacting clients' lives and contributing to my community.

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 five 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.

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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

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

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 .

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

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.

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.

#LI-USFATA

Keywords:
financial advisor, investment strategies, client relationships, financial planning, wealth management, retirement planning, financial goals, customer service, financial services, Edward Jones

  • Financial Advisor

    1 week ago

    Woodbridge, Connecticut, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB ...

  • Financial Advisor

    2 weeks ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    Financial Advisor - Clinton, CT - Market 13, Region 330 at Edward Jones summary:As a Financial Advisor with Edward Jones, you will partner with clients to help them achieve their long-term financial goals through personalized strategies and relationships. You will build your own practice with extensive training and support, engaging with clients to deeply...

  • Financial Advisor

    1 week ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    Financial Advisor - Clinton, CT - Market 13, Region 330 at Edward Jones summary:As a Financial Advisor at Edward Jones, you will partner with clients to achieve their long-term financial goals, including retirement and wealth building. You will build and grow your own practice with extensive training and support while leading a branch team to deliver...

  • Financial Advisor

    2 weeks ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    Financial Advisor - Clinton, CT - Market 13, Region 330 at Edward Jones summary:As a Financial Advisor at Edward Jones, you will partner with clients to understand their financial goals and provide personalized investment strategies. The role involves building long-term relationships, managing client portfolios, and leading the branch team to ensure...

  • Financial Advisor

    2 weeks ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    Financial Advisor - Clinton, CT - Market 13, Region 330 at Edward Jones summary:As a Financial Advisor with Edward Jones in Clinton, CT, you will partner with clients to help them achieve their long-term financial goals through personalized investment strategies. You will build and manage your own practice while receiving comprehensive training and ongoing...

  • Director, Digital Solutions

    1 week ago

    Woodbridge, Connecticut, United States Hub International Limited Full time

    Director, Digital Solutions (Hybrid) HUB Financial - Woodbridge, ONHub Financial, a division of HUB International, is one of Canada's largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help...

  • Wealth Management Career

    1 week ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    Your Journey: As a Financial Advisor at Edward Jones, you will embark on a journey of growth and development. You will learn how to be a successful financial advisor through our comprehensive training program.">Key Areas of Focus: Our comprehensive training program will cover key areas such as:">Investment strategies and productsClient relationships and...

  • Investment Services Professional

    1 week ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    Why Join Us?We're a values-driven organization that prioritizes our people and our clients. As a financial advisor with Edward Jones, you'll have the opportunity to make a positive impact in the lives of your clients and contribute to the growth and success of our company.Our ValuesWe value diversity, equity, and inclusion, and strive to make our workplace a...

  • Wealth Management Career

    1 week ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    About the RoleThis role requires a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. As a financial advisor, you will partner with clients to help them achieve their long-term financial goals, including retirement and wealth building.ResponsibilitiesDevelop and grow your own practice while leading...

  • Client Relationship Manager Opportunity

    1 week ago

    Woodbridge, Connecticut, United States Edward Jones Full time

    The Role: As a Financial Advisor at Edward Jones, you will be responsible for building relationships with existing clients and prospective clients. You will create personalized investment strategies and provide face-to-face support to help clients achieve their long-term financial goals.">Key Responsibilities:">Build relationships to create new clients via...

  • Vice President, Investment Operations

    1 week ago

    Woodbridge, Connecticut, United States Hub International Limited Full time

    Vice President, Investment Operations (Hybrid) Woodbridge, ON Hub Financial, a division of HUB International, is one of Canada's largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their...

  • Transaction Coordinator

    7 days ago

    Woodbridge, Connecticut, United States Colliers International Full time

    BE Creative. BE Innovative. BE a Team Player . Be all that and more at Colliers International. Join the Investment Sales Brokerage team as a Real Estate Transaction Coordinator in Woodbridge, NJ.Who you areYou have a background in providing quality, key account support services including duties as needed to develop real estate strategies, execute deals,...

  • F&I Manager

    5 days ago

    Woodbridge, Connecticut, United States Asbury Automotive Group Full time

    F&I Manager - Koons Woodbridge Hyundai Woodbridge, VA 22191, USA Req #6182 Tuesday, April 1, 2025 About Asbury Koons Automotive Group is part of Asbury Automotive Group (NYSE: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through...

  • Financial Advisor

    1 week ago

    Woodbridge, California, United States Edward Jones Full time

    Financial Advisor at Edward Jones summary:As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals through personalized strategies and comprehensive financial planning. You'll develop your own practice with the support of a team and benefit from a flexible work environment that includes paid...

  • Personal Financial Advisor

    1 week ago

    Woodbridge, California, United States Edward Jones Full time

    As a Financial Advisor at Edward Jones, you'll have the opportunity to work with clients to create personalized investment and financial plans that meet their unique needs. This is an exciting opportunity to join our team of experienced financial professionals and contribute to the growth and success of our clients.About the CompanyEdward Jones is a leading...

  • Wealth Management Advisor NJ

    7 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Equitable Advisors is a leading wealth management firm committed to delivering extraordinary customer experiences. As a Wealth Management Advisor NJ, you will play a vital role in shaping the financial futures of our clients in New Jersey. Our team is driven by a passion for making a positive impact on individuals and businesses.Our goal is to provide...

  • Financial Services Professional

    1 week ago

    Woodbridge, California, United States Edward Jones Full time

    At Edward Jones, we're dedicated to providing personalized investment and financial solutions to our clients. As a Financial Advisor, you'll be responsible for building relationships with clients to understand their financial goals and create comprehensive strategies to help them achieve success.About the RoleThis is an exciting opportunity to join our team...

  • Estate Planning Advisor

    1 week ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Estate Planning Advisor: A Critical Role in Shaping the Future of Our ClientsWe believe that effective estate planning is essential to ensuring the well-being of our clients and their loved ones. As an Estate Planning Advisor, you will play a vital role in helping our clients navigate the complexities of estate planning, working closely with our team to...

  • Wealth Management Advisor

    2 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Wealth Management Advisor - NJ, Edison (2429) ( PIN_15092 )Primary Location : UNITED STATES-NJ-WoodbridgeOrganization : Equitable AdvisorsDescriptionEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence...

  • Financial Planning Consultant

    7 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    At Equitable Advisors, we strive to deliver exceptional customer experiences while building long-term relationships that emphasize trust, guidance, and technology. As a Wealth Management Associate, you will have the opportunity to work with clients to understand their financial goals and aspirations.About UsEquitable Advisors is a respected wealth management...

  • Equitable Financial Professional

    7 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Delivering customized financial solutions requires a deep understanding of our clients' needs and goals. As a Wealth Management Associate at Equitable Advisors, you will work closely with clients to develop comprehensive financial plans that address their unique circumstances.We strive to build long-term relationships that emphasize trust, guidance, and...

  • Equitable Financial Advisor

    7 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    We are seeking talented and motivated individuals to join our team as Wealth Management Professionals. As a member of our team, you will be part of a dynamic and supportive environment where you can develop your skills and advance your career.We offer a comprehensive benefits package, including health and dental coverage options, vision care coverage, a...

  • Wealth Management Advisor

    7 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Wealth management involves creating and implementing financial plans tailored to individual or business needs. As a Wealth Management Associate at Equitable Advisors, you will play a key role in shaping the financial well-being of our clients.Our firm is driven by a mission to provide exceptional customer service while building long-term relationships that...

  • Financial Services Advisor

    1 week ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Company OverviewWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help clients secure their financial well-being, providing confidence to pursue long and fulfilling lives.

  • Financial Services Associate

    1 week ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    As a Financial Services Associate at Equitable Advisors, you will play a critical role in helping our clients achieve their financial objectives. We offer comprehensive training and support to ensure your success, including sponsorship of FINRA licensing requirements and state licensing needs. Our entry-level training curriculum is designed to empower you...

  • Financial Services Associate

    1 week ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Join us in shaping the future of wealth management at Equitable Advisors. Our mission is to empower clients to pursue their goals with confidence, providing them with tailored financial strategies and expert guidance.As a Financial Professional, you'll be part of a dynamic team that thrives on diversity and inclusivity. You'll have access to cutting-edge...

  • Career Opportunities in Financial Planning

    1 week ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    At Equitable Advisors, we are committed to helping our clients achieve their financial goals and secure their financial well-being. We are seeking a highly motivated and skilled Career Opportunities in Financial Planning expert to join our team.As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans...

  • Financial Services Specialist

    5 days ago

    Woodbridge, New Jersey, United States Phaxis Full time

    This leading investment management firm, Phaxis, is seeking a highly motivated and articulate Financial Services Specialist to join its team.Key Responsibilities:Process and approve a high volume of client bills and expenses in accordance with firm policies.Provide superior client service, resolving inquiries and discrepancies proactively.Administer the...

  • Financial Planning Consultant

    7 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    At Equitable Advisors, we are committed to helping individuals and businesses secure their financial well-being. As a Financial Planning Consultant, you will play a crucial role in delivering customized financial strategies to our clients, emphasizing trust, guidance, and technology.We value diversity and foster an inclusive work environment, where our...

  • Equitable Services Financial Careers

    1 week ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Your Path to SuccessAs a Financial Professional at Equitable Advisors, you will have the opportunity to develop your skills and advance your career.We offer training and mentorship programs to help you succeed.Benefits and CompensationWe offer a competitive salary and bonus structure.We provide a comprehensive benefits package, including health insurance and...

  • Financial Associate Career Opportunities

    1 week ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    A Career at Equitable AdvisorsWe offer a comprehensive benefits package, including health insurance, 401(k) matching, and professional development opportunities.As a Financial Professional, you will have access to training programs, networking events, and industry-leading tools and technologies.Your Success MattersWe encourage ongoing education and...

  • Home Financing Expert Advisor

    6 days ago

    Woodbridge, Virginia, United States M&T Bank Full time

    M&T Bank is seeking a seasoned Residential Loan Originator Professional to join our mortgage team. As a Home Financing Expert Advisor, you'll be responsible for originating and closing residential mortgage loans while providing exceptional customer service and support.Responsibilities:Meet with customers to discuss their mortgage needs and goals.Analyze...

  • Financial Professional

    7 days ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    About Our FirmAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and achieve their long-term goals. As a respected wealth management firm, we offer a range of financial services and products designed to address the evolving needs of individuals and businesses.We believe in fostering an inclusive work...