Career Change Financial Advisor Opportunity - Edward Jones : Job Details

Job Overview If you find yourself at a professional crossroads, consider embarking on a rewarding journey as a financial advisor. In this role, you will guide clients to achieve their long-term financial goals, including retirement planning, wealth building, estate strategies, and funding education. Join our team at Edward Jones and take charge of your own practice, while being supported by a dedicated branch team and resources from our home office and fellow regional advisors. With over 100 years of history and more offices than any other investment firm in the U.S. and Canada, we proudly serve over eight million clients.

We recognize that our financial advisors are essential to our success, and we value diverse backgrounds and experiences. Our inclusive environment encourages different viewpoints, leading to improved results. As a financial advisor, you will lead your branch team's efforts in understanding client goals, building trust, and helping clients stay on track.

Support and Resources:

• Comprehensive paid training to get you registered and licensed, utilizing the industry's leading training program.
• A competitive salary for the first five years as you develop your practice.
• A branch office provided by the firm, tailored to your community.
• Collaborative support from branch teams, ensuring you can focus on client relations.
• A robust support network that includes fellow advisors and home office resources.

Expectations:

• Unlimited earning potential based on your efforts and dedication.
• A compensation package including commissions, profit sharing, and incentive travel opportunities.
• Flexibility to balance your professional and personal life harmoniously.
• A culture focused on continuous improvement and professional growth.

Key Responsibilities:

• Develop relationships with potential clients through personal connections and various sourcing strategies, including networking and social media.
• Analyze clients' needs and tailor financial strategies to meet their objectives.
• Ensure streamlined processes and a high-quality client experience in compliance with regulations.
• Work collaboratively with your branch team to enhance business effectiveness and achieve desired outcomes.
• Foster a branch environment characterized by trust, respect, and accountability.

Characteristics for Success:

• A genuine interest in financial services and markets.
• A passion for learning, challenge, and determination to succeed.
• Exceptional relationship-building skills.
• A critical thinking mindset.
• A drive for new opportunities and personal growth.

Qualifications: Ideal candidates will possess at least one of the following:

• A bachelor's degree or equivalent experience in the financial services sector.
• Experience in financial services and/or sales.
• Relevant financial services registrations, licenses, or certifications.
• A background demonstrating professional and/or military career advancement.

Licensing Requirements:

• Obtain SIE, Series 7, and Series 66 licenses within three months, with the opportunity to complete these during paid training.
• State insurance licenses will also be required.
• Ongoing training to maintain licenses in good standing will be necessary.

Benefits and Compensation: Your comprehensive compensation and benefits package includes medical, dental, and vision coverage, along with voluntary benefits and a 401k retirement plan. You will enjoy flexibility in your schedule and may be eligible for bonuses, paid time off, and the firm's Employee Assistance Program. We are dedicated to supporting your business growth with a structured financial advisor compensation program that rewards you as you develop your skills and expand your client base. Starting salary for new advisors ranges from $45,000 to $100,000.

Join Us: Become a part of a financial services firm where your contributions matter. We are committed to building an inclusive environment that values everyone's input and encourages growth. Together, we will create a positive impact, enhancing the lives of our clients and the communities we serve.