Financial Advisor

2 months ago

Helena, 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

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 500 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 Required Preferred Job Industries
  • Education

  • Client Advisor

    4 weeks ago

    Helena, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out to...

  • Client Advisor

    1 month ago

    Helena, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out to...

  • Client Advisor

    2 weeks ago

    Helena, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out to...

  • Client Advisor

    1 week ago

    Helena, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out to...

  • Client Advisor

    1 day ago

    Helena, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out to...

  • Securities Financial Examiner

    4 weeks ago

    Helena, United States State of Montana Full time

    Securities Financial Examiner -(24142196) CSI Overview We are entrusted with protecting all Montanans from bad actors by regulating two of the state's largest industries - securities and insurance. We strive to foster a thriving Montana industry marketplace through education, common-sense regulation, and equitable enforcement of the law with swift...

  • Securities Financial Examiner

    4 weeks ago

    Helena, United States State of Montana Full time

    Description: CSI Overview We are entrusted with protecting all Montanans from bad actors by regulating two of the state's largest industries - securities and insurance.We strive to foster a thriving Montana industry marketplace through education, common-sense regulation, and equitable enforcement of the law with swift accountability for fraudsters and...

  • Cloud Applications Strategy Advisor

    5 days ago

    Helena, Montana, United States Oracle Full time

    Job Overview:As a pivotal member of Oracle's North American Applications Consulting team, the Cloud Applications Solution Advisor will play a critical role in enhancing our Cloud Advisory services. This position focuses on guiding clients through their transition to cloud-based solutions, ensuring projects are executed with precision and efficiency.Key...

  • Financial Securities Compliance Analyst

    7 hours ago

    Helena, Montana, United States State of Montana Full time

    Overview of the Role The State of Montana is dedicated to safeguarding its citizens from fraudulent activities by overseeing two significant sectors - securities and insurance. Our commitment is to cultivate a robust marketplace in Montana through education, sensible regulation, and fair enforcement of laws, ensuring accountability for those who commit fraud...

  • Client Relations Specialist

    5 days ago

    Helena, Montana, United States Boutique Recruiting Full time

    Position Overview:A prestigious financial services organization is seeking a dedicated and adaptable Client Service Associate. This role is pivotal in providing essential administrative assistance to Financial Advisors, ensuring that client service standards are upheld. Key Responsibilities:- Assist in managing and documenting client interactions and...

  • Client Relations Specialist

    5 days ago

    Helena, Montana, United States Boutique Recruiting Full time

    Position Overview:A distinguished financial services organization is seeking a dynamic and resourceful Client Relations Specialist. This role is pivotal in assisting Financial Advisors by delivering crucial administrative support, which includes managing appointment schedules, facilitating new account openings, and ensuring adherence to client service...

  • Client Relations Specialist

    5 days ago

    Helena, Montana, United States Boutique Recruiting Full time

    Position Overview:A prestigious financial services organization is seeking a dedicated and adaptable Client Service Associate. This role involves providing critical administrative assistance to Financial Advisors, including managing appointments, facilitating new account openings, and ensuring adherence to client service standards. Work Environment:The...

  • Client Relations Specialist

    5 days ago

    Helena, Montana, United States Boutique Recruiting Full time

    Join a distinguished financial services organization as a Client Relations Specialist. In this pivotal role, you will play a crucial part in supporting Financial Advisors by delivering vital administrative assistance. Your responsibilities will encompass scheduling appointments, facilitating the opening of new accounts, and ensuring that client service...

  • Client Advisor

    3 weeks ago

    Helena, United States Bronson Kinkade Consulting Full time

    Job DescriptionJob DescriptionJoin Our Expanding Agency: Exceptional Opportunities AwaitOur agency is expanding quickly, and we’re looking for a few experienced agents to join our team. Here’s why our opportunity stands out:In-Bound Leads Only: Say goodbye to cold caFully Remote: Conduct sales 100% remotely.Superior Products: Multiple exclusive products...

  • Branch Office Administrator

    2 weeks ago

    Helena, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 months ago

    Helena, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Grants Management and Community Planning Advisor

    5 days ago

    Helena, Montana, United States State of Montana Full time

    About the Department The Department of Commerce is dedicated to ensuring that Montana remains an exceptional place for its residents. Collaborating with private enterprises and local entities, we strive to create employment opportunities, foster business growth, enhance affordable housing, and improve community infrastructure. About this Position ...

  • CAS Team Lead

    3 months ago

    Helena, United States JCCS, P.C. Full time

    Job DescriptionJob DescriptionSalary: Client Advisory Services(CAS) Team Lead – Helena/Bozeman Ideal candidateWe look for people who want to grow; who always ask, “What’s next?” Our values and business are rooted in always seeking ways to have greater impact – staying ahead of industry and regulatory trends; seeking new skills, credentials and...

  • Investment Oversight Specialist

    7 hours ago

    Helena, Montana, United States State of Montana Full time

    Agency Overview The State of Montana is dedicated to safeguarding its citizens from fraudulent activities by overseeing two of the most significant sectors - securities and insurance. Our goal is to cultivate a prosperous marketplace in Montana through education, sensible regulation, and fair enforcement of laws, ensuring swift accountability for wrongdoers...

  • Accountant - Investments

    4 weeks ago

    Helena, United States State of Montana Full time

    Accountant - Investments-(24142219) The Montana Board of Investments (BOI) provides prudent investment management of state and local government funds; works with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy and assist new and expanding Montana businesses; and lends low-interest funds to eligible...