Financial Consultant

Job Overview

This job posting is expected to remain open for 30 days, from 03-Dec-2025, but may close early due to a high volume of applicants.

If you're considering a new direction in your career, becoming a financial consultant could be the perfect fit. In this role, you will collaborate with clients to help them achieve their long-term financial objectives, including retirement planning, wealth building, estate strategies, and educational funding. As a financial consultant with Edward Jones, you'll have the opportunity to develop and grow your practice supported by your branch team, a home-office team, and a network of regional financial experts. With over 100 years of history, we take pride in our strong presence—more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

We highly value our financial consultants as essential partners in our success, appreciating their diverse experiences and professional backgrounds. We strive for an inclusive environment that embraces different viewpoints to achieve exceptional results. Financial consultants lead their branch teams in serving clients and enhancing our firm's purpose. By deeply understanding our clients' goals, you will build trust and guide them in staying on track toward their financial aspirations. At Edward Jones, you'll make a meaningful impact on clients' lives and contribute to your community.

Support You're Guaranteed

• Comprehensive paid training to get registered and licensed through an industry-leading program.
• A salary provided for the first five years to help establish your practice.
• A firm-provided branch office situated within your community.
• Branch office support to ease your workload, allowing you to focus on client relationships.
• A robust support network that extends from your branch to the home office with thousands of colleagues ready to assist.

Your Future Earnings and Growth Potential

• No limits on your earning potential—your compensation reflects your dedication and performance.
• A compensation package that includes commission opportunities, profit sharing, and travel incentives.
• Flexibility to balance both your personal and professional life.
• A culture dedicated to continuous improvement and professional development.

Key Responsibilities

• Establish and nurture relationships to attract new clients through various channels (face-to-face meetings, virtual outreach, networking, referrals, social media, and speaking events).
• Gain a deep understanding of clients' needs, priorities, and concerns to foster trust and design personalized financial strategies.
• Oversee branch operations, ensuring a high-quality, seamless client experience that adheres to company policies and regulatory requirements.
• Collaborate with the branch team to create, monitor, and adjust business plans, enhancing overall branch effectiveness.
• Foster a positive branch environment of trust, respect, feedback, and accountability.

Skills and Requirements

Successful financial consultants demonstrate a unique blend of ambition, self-motivation, and commitment to developing long-term client relationships. They expand their business by identifying new clients and enhancing relationships with existing clients through strategy reviews and implementation suggestions.

Essential Skills and Characteristics:

• A genuine interest in financial services and markets.
• A passion for learning and embracing challenges.
• Strong relationship-building skills.
• Critical thinking ability.
• A drive for new opportunities.

Are You Ready?

• To embark on an educational journey to become a financial consultant through our extensive training program?
• To deliver tailored investment and financial solutions to your clients?
• To take charge of your business's growth and success?
• To achieve personal and professional goals while building your practice?
• To contribute positively to your local community?

Qualifications:

• A bachelor's degree is preferred or equivalent work experience in securities/financial services.
• Experience in financial services or sales.
• Possession of financial services registration, licensing, or certification.
• Demonstrated career progression through professional or military experience.

Licensing Requirements:

• Obtain SIE (available without firm sponsorship), Series 7, and Series 66; these registrations may be pursued with Edward Jones during the paid study period.
• Achieve FINRA registrations within three months; state insurance licenses will also be essential.
• Complete ongoing training mandated by the firm and regulatory authorities, including required continuing education to maintain the validity of licenses.

About Edward Jones

Join a financial services firm that values individual contributions. Edward Jones stands as a Fortune 500 company, prioritizing clients over shareholder returns. With over 9 million clients and 20,000 financial consultants across the U.S. and Canada, we take pride in being privately owned.

Our purpose drives us: We partner for positive impact, improving the lives of our clients and colleagues while enhancing our communities. Edward Jones promotes innovation, flexibility, and inclusion, fostering a culture of excellence and belonging.

We believe that everyone at Edward Jones should feel seen, heard, respected, and supported, creating the best environment to start or grow your career.