Client-Focused Financial Consultant
2 weeks ago
Job Overview
This job posting is anticipated to remain open for 30 days, from 06-Nov-2025. It may close early due to the volume of applicants.
If you are at a professional crossroads and looking to make a significant impact, a career as a financial consultant may be the perfect fit for you. At Edward Jones, you'll partner with clients to help them achieve their financial aspirations, whether it's retirement planning, wealth building, or funding education. As a financial consultant, you will develop and grow your own practice with the support of our dedicated branch and home-office teams as well as experienced regional financial consultants. With over 100 years of history, we pride ourselves on serving more clients than any other investment firm.
We value our financial consultants as essential partners in our success, benefiting from their diverse experiences and professional backgrounds. We are committed to fostering an inclusive work environment, where diverse perspectives drive results. As a financial consultant, you will lead your branch team in serving clients and contributing to our firm's mission. You will gain a deep understanding of each client's financial goals to build trust and guide them in staying on course. Your role at Edward Jones allows you to positively influence clients' lives and make a measurable difference in your community.
We're here to support your journey:
- Paid training to help you get registered and licensed, utilizing the industry's leading training program.
- Salary for the first five years to assist in establishing your practice.
- A company-provided branch office in your community.
- Branch office support to help you concentrate on client engagement.
- A vast support network from your branch to your region and the home office, allowing you to work independently while having thousands of team members behind you.
Expect the following:
- Unlimited earning potential, with your compensation reflecting the effort you invest.
- A competitive compensation package that includes commissions, profit-sharing, and incentive travel opportunities.
- Flexible scheduling to balance your personal and professional lives.
- A culture dedicated to ongoing improvement and professional growth.
Key Responsibilities:
- Develop new client relationships through face-to-face and virtual strategies, including networking, referrals, and social media.
- Gain a thorough understanding of clients’ needs and priorities to create tailored, comprehensive strategies for achieving their financial objectives.
- Manage the branch’s processes and responsibilities to deliver a seamless client experience aligned with the firm’s standards, regulatory requirements, and ethical practices.
- Collaborate with your branch team to create, monitor, and enhance the business plan, driving effectiveness and desired outcomes.
- Foster a supportive branch environment defined by trust, respect, feedback, and accountability.
Benefits:
Edward Jones offers a comprehensive benefits package, including medical and prescription drug insurance, dental, vision, and various voluntary benefits. Advisors enjoy basic life and AD&D coverage at no cost, along with a 401k retirement plan, health savings, and flexible spending accounts. Opportunities for bonuses, profit-sharing, and participation in the Travel Award Program are available, along with illness leave and paid time off where applicable. Our Employee Assistance Program is open to all associates.
Compensation:
Our innovative compensation program is designed to support and reward you as you hone your skills in a client-focused business model. This includes trainee pay, supplemental salary for the first five years, commissions, and compensation for new client assets gathered during this period.
Qualifications:
- A bachelor’s degree is preferred or relevant experience in the financial services industry.
- Experience in financial services or sales is advantageous.
- Registration, licensing, or certification in financial services is a plus.
- A strong professional or military career progression is beneficial.
Licensing Requirements:
- Candidate must obtain the SIE, Series 7, and Series 66 licenses, with support provided during the paid study period.
- All FINRA registrations must be completed within three months; state insurance licenses will also be required.
- Ongoing training and continuing education are essential to maintain licenses.
Why Edward Jones?
Join a leading financial services firm where your contributions are appreciated. Edward Jones is a Fortune 500 company that prioritizes people and thrives on strong client relationships. With over 9 million clients and a team of 20,000 financial consultants, we value our history of private ownership and community focus over shareholder profit.
Our purpose centers on partnering for positive impact, enhanced lives for clients and colleagues, and community betterment. We aim to attract and nurture a diverse and inclusive workforce that fosters excellence and a sense of belonging.
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