Prosperity Advisor
5 days ago
In this rewarding role, you'll have the opportunity to partner with clients and help them achieve their long-term financial goals. As a Prosperity Advisor at Edward Jones, you'll develop and grow your own practice, supported by a dedicated team and cutting-edge resources.
About Us
Edward Jones is a Fortune 500 company that prioritizes people over profits. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned and focused on delivering exceptional client experiences. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities. We foster an innovative, flexible, and inclusive environment that encourages performance excellence and a sense of belonging.
Job Overview
This role offers a comprehensive training program, salary for the first four years, and opportunities for commissions, profit sharing, and incentive travel. You'll work independently, but will have a team of thousands backing you every step of the way. With no ceiling to your earning potential, your compensation is tied to your performance. Enjoy a flexible schedule, paid sick leave, and paid time off, where required by applicable law.
Key Responsibilities
* Build relationships to create new clients through face-to-face and virtual sourcing strategies
* Understand clients' needs, priorities, and concerns to accelerate trust and create personalized strategies
* Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience
* Engage the branch team to create and adjust the branch business plan
Licenses and Certifications
You'll need a bachelor's degree or equivalent work-related experience within the securities/financial services industry. Financial services registration, licensing, or certification is also required. If not currently registered, you can obtain necessary licenses during the assigned paid study period. FINRA registrations are required within three months, and state insurance licenses are also needed.
Benefits
We offer a competitive compensation package, including medical and prescription drug coverage, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage. Our 401(k) retirement plan and tax-advantaged accounts – health savings account and flexible spending account – provide additional support for your well-being. As a Prosperity Advisor, you'll enjoy flexibility in your schedule and may be eligible for bonuses, profit sharing, paid medical and parental leave, and participation in our Travel Award Program.
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