Financial Advisor

2 weeks ago

Ashland, United States Edward Jones Full time

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

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™

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 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 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.

  • Financial Services Representative

    4 weeks ago

    Ashland, Ohio, United States Prudential Financial Full time

    Prudential Financial Career OpportunityPrudential Advisors is seeking an experienced financial professional to join their team in the Cincinnati-Dayton area. This exciting opportunity will allow you to grow your career and business, helping individuals and families achieve their financial goals.Key Responsibilities:Service existing clients and build a strong...

  • Financial Advisor

    2 weeks ago

    Ashland, United States Edward Jones Full time

    Job OverviewPlease Note: This opportunity is different from our financial advisor hiring process for an existing opening. It allows you to express interest in an anticipated financial advisor position and seek to become prequalified. This means you can proceed now with completing the interview and assessment steps in our hiring process. When a future...

  • Financial Advisor

    3 weeks ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    2 weeks ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    2 weeks ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    3 weeks ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    3 weeks ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    3 weeks ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    1 week ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    2 weeks ago

    Ashland, United States Edward Jones Full time

    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...

  • Financial Advisor

    2 weeks ago

    Ashland, VA, United States Edward Jones Full time

    One financial advisor and one branch office administrator entirely focused on building client relationships. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for...

  • Financial Advisor

    2 weeks ago

    Ashland, VA, United States Edward Jones Full time

    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...

  • Financial Advisor

    3 weeks ago

    Ashland, VA, United States Edward Jones Full time

    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...

  • Financial Advisor

    2 weeks ago

    Ashland, VA, United States Edward Jones Full time

    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...

  • Client Associate

    23 hours ago

    Ashland, United States Raymond James Financial Services Full time

    Evolve Wealth is seeking a dynamic Client Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Ad Client Associate, Financial Advisor, Client Relations, Associate, Relationship, Customer Service, Banking

  • Branch Office Administrator

    4 weeks ago

    Ashland, 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...

  • Financial Representative Trainee

    4 weeks ago

    Ashland, VA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 503368 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE   As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you...

  • Branch Office Administrator

    3 weeks ago

    Ashland, 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

    4 weeks ago

    Ashland, 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

    3 weeks ago

    Ashland, 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...