Financial Advisor

1 week ago


Loves Park, United States Edward Jones Full time
Financial Advisor - Career Change Opportunity at Edward Jones summary:

As a Financial Advisor at Edward Jones, you help clients achieve their long-term financial goals through personalized investment strategies. With a strong support system and comprehensive training, you'll have the opportunity to grow your own practice and positively impact your community. This role requires ambition and relationship-building skills to connect with clients and drive your personal and professional success.

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 program .
  • Salary for the first four years as you begin to build your practice
  • 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.
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

As your new asset compensation and commissions increase over the first four 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 four 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 $38,500 - $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 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 .

Fortune 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.

Keywords:

Financial Advisor, career change, investment strategies, client relationships, financial goals, Edward Jones, financial services, personal finance, wealth management, financial planning


  • Financial Advisor

    1 week ago


    Overland Park, United States LPL Financial Holdings, Inc. Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Commerce Bank in Overland Park, MO would allow you to join the Investment Program at Commerce Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    4 weeks ago


    Schiller Park, Illinois, United States Transamerica Financial Advisors, Inc. Full time

    About UsWe are a leading financial services company, Transamerica Financial Advisors, Inc. We are dedicated to providing our clients with expert advice and guidance in achieving their financial goals.


  • Overland Park, Kansas, United States Advisor Employee Services Full time

    About Our CompanyAdvisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states in their hiring needs.Our MissionTo be the last financial advisor for our client families and the best-in-class employer for our team members.Job DetailsThis full-time position involves working with our team to provide exceptional...

  • Financial Advisor

    1 week ago


    College Park, United States The Western and Southern Life Insurance Company Full time

    Kickstart Your Career at Western & Southern Life Are you eager to join a team of skilled professionals who thrive on new challenges and aspire to grow in their careers? If you are driven, possess excellent interpersonal skills, and aim to make a meaningful impact, you might be the perfect fit for Western & Southern Life, a member of the esteemed Western &...

  • Financial Aid Advisor

    3 weeks ago


    Winter Park, Florida, United States Los Angeles Film School Full time

    **Job Title:** Financial Aid AdvisorLocation: Los Angeles, CA or Winter Park, FL (Remote option available)We are seeking a highly skilled and experienced Financial Aid Advisor to join our team at the Los Angeles Film School. As a Financial Aid Advisor, you will play a critical role in supporting students through the financial aid process, ensuring a smooth...

  • Financial Advisor

    4 days ago


    Elmwood Park, United States Edward Jones Full time

    Financial Advisor - No Experience Required at Edward Jones summary: As a Financial Advisor with Edward Jones, you will have the opportunity to build and grow your own practice while helping clients achieve their long-term financial goals. The position requires establishing trust-based relationships and creating personalized financial strategies, all...

  • Financial Advisor

    1 week ago


    Elmwood Park, United States Edward Jones Full time

    Job OverviewIf 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...


  • Overland Park, Kansas, United States Dyal Agency Full time

    Become a Leadership Mentor for Financial AdvisorsLeadership Mentor for Financial Advisors - Empower individuals to achieve their financial goals as a Leadership Mentor for Financial Advisors with Dyal Agency.We are seeking highly motivated and driven individuals with strong leadership potential to join our team as a Leadership Mentor for Financial Advisors....


  • Melrose Park, United States Lincoln Tech Full time

    Lincoln Tech in Melrose Park, IL is seeking an on-campus Financial Aid Advisor who will serve as the support liaison between corporate financial aid services and the campus. Bilingual English/Spanish is a plus! This very important role will assist students with their financial aid, organize the process, manage data, and complete student files. This is a...


  • Overland Park, United States Ameriprise Financial Full time

    Respective Wealth, A private wealth advisory practice of Ameriprise Financial Services is seeking a summer Financial Planning Intern to join our innovative and dynamic team. We focus on fostering a great team environment and culture that emulates the work and relationships we build and have with our clients. This role has the opportunity to turn into a...


  • Rego Park, New York, United States New York Life Insurance Company Full time

    About Our OpportunityWe are seeking entrepreneurial financial professionals to join our team as financial advisors. In this role, you will have the opportunity to build relationships with clients and help them achieve their financial goals.Our comprehensive training program will equip you with the skills and knowledge necessary to succeed in this field. You...

  • Financial Planner

    1 week ago


    Overland Park, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is...

  • Financial Planner

    1 week ago


    Overland Park, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is...


  • Winter Park, Florida, United States Moors & Cabot Inc Full time

    Job OverviewMoors & Cabot Inc is a leading financial services firm dedicated to delivering exceptional wealth management solutions. We are seeking an experienced Financial Advisor to join our team and contribute to the success of our clients.The ideal candidate will possess a strong understanding of financial planning, portfolio management, and fiduciary...


  • Highland Park, Texas, United States Intuit Full time

    Job Overview: We are seeking a seasoned Financial Advisor to join our team at Intuit. As a key member of our financial services team, you will be responsible for providing expert guidance and financial advice to our customers. This is a remote role that requires strong communication skills and the ability to work independently.About the Role:Prepare and file...


  • Florham Park, New Jersey, United States Pivotal Solutions, Inc. Full time

    Pivotal Solutions, Inc. is a growing organization that requires a Senior Financial Advisor to help us achieve our goals. As a key member of our team, you will be responsible for researching tax matters for our clients, reviewing tax returns prepared by staff, and preparing more complicated tax returns.About the RoleThis is a senior-level position requiring...


  • Florham Park, New Jersey, United States Disability Solutions Full time

    Job SummaryWe are seeking a highly skilled Merrill Financial Solutions Advisor to join our team at Disability Solutions. As a key member of our Elite Growth Practice, you will work closely with affluent and high net worth clients to provide tailored investment advice and guidance.About the RoleThis is a challenging yet rewarding opportunity for an...


  • Sunland Park, New Mexico, United States Farm Bureau Financial Services Full time

    As an Investment Advisor Representative with Farm Bureau Financial Services, you'll have the opportunity to work with a wide range of clients, each with their own unique financial needs and goals. With our comprehensive suite of financial services, including insurance, investments, and retirement planning, you'll be able to provide your clients with a...


  • overland park, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor and...


  • overland park, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor and...