Client Financial Specialist - Edward Jones : Job Details

Job Overview

This job posting is anticipated to remain open for 30 days from 30-Jun-2025. Due to the volume of applicants, the posting may close early.

If you're considering a rewarding career change, becoming a financial advisor may be the perfect opportunity for you. In this role, you will partner with clients to help them achieve their long-term financial objectives, such as retirement planning, wealth management, estate strategies, and education funding.

As a financial advisor with Edward Jones, you will have the chance to build and grow your own practice with the support of your branch team, a dedicated home-office team, and a network of regional financial advisors. With 100 years of industry expertise, Edward Jones boasts more branches across the U.S. and Canada than any other investment firm, serving over eight million clients.

We believe our financial advisors are crucial to our success. We celebrate unique experiences and perspectives, working towards a common goal in an inclusive environment. In this position, you will lead a branch team, understand clients' goals deeply, and help create strategies tailored to their needs.

What We Offer:

• Comprehensive, paid training to help you become a skilled financial advisor through our top-rated training program.
• A guaranteed salary for your first five years as you establish your practice.
• A firm-provided branch office located in your community.
• Robust branch office support to ensure you can focus on client relationships.
• A supportive network that spans from your local branch to the home office.

Key Benefits:

• Unlimited earning potential linked to your efforts and success.
• A compensation package that includes opportunities for commissions, profit sharing, and incentive travel.
• Flexibility to maintain a balanced work-life schedule.
• A culture dedicated to continuous improvement and professional development.

Key Responsibilities:

• Forge strong relationships to attract new clients through in-person meetings and digital tactics.
• Understand clients' needs and create tailored financial strategies that enhance trust and rapport.
• Ensure branch processes uphold high-quality service and comply with regulatory standards.
• Engage with your branch team in refining business plans to enhance performance.
• Foster a culture of trust, respect, and accountability within your branch.

Desired Skills and Qualifications:

• A strong interest in financial services and market dynamics.
• A determination to learn and grow, successfully facing challenges.
• Excellent relationship-building skills.
• Courage to engage in critical thinking.
• A passion for exploring new opportunities.

Minimum Qualifications:

• A bachelor's degree is strongly preferred, or equivalent experience in the financial services industry.
• Prior experience in financial services or sales.
• Relevant registration, licensing, or certification in the financial services field.
• A successful professional or military career track.

Licensing Requirements:

• You will need to obtain the SIE, Series 7, and Series 66 licensing; these can be acquired during your paid training period.
• FINRA registrations must be completed within three months of hiring.
• State insurance licenses are also required.

Join Edward Jones, a Fortune 500 company, where people are our priority. With over 20,000 financial advisors and a commitment to positively impacting our communities, we are dedicated to fostering a workplace where everyone feels they belong and is valued.