Client Financial Partner
: Job Details :

Job Overview

This job posting is expected to remain open for 30 days, starting on 22-Jul-2025. The closing date may change due to a high volume of applicants.

If you are looking to make a significant change in your career path, consider becoming a Client Financial Partner with Edward Jones. In this role, you will collaborate with clients to help them reach their long-term financial aspirations, such as retirement planning, wealth accumulation, estate strategies, and funding education. As a Client Financial Partner at Edward Jones, you will have the opportunity to develop and expand your own practice with support from your branch team, a dedicated home-office team, and other regional financial partners. You'll be backed by a century of experience and the largest network of offices in the U.S. and Canada, serving over eight million clients.

At Edward Jones, we value our financial partners as essential collaborators in our success. We appreciate the diverse backgrounds and experiences our advisors bring to the table. Our inclusive culture encourages different perspectives, fostering results that benefit our clients. Financial partners lead their branch teams in creating a meaningful client experience while understanding their personal goals to foster trust and commitment.

What We Offer:

• Comprehensive paid training to help you become a licensed financial partner with the industry's top program.
• Guaranteed salary for the first five years to support your practice building.
• A fully-equipped branch office in your community.
• Support to ease your workload, allowing you to prioritize client relationships.
• A vast network of support from peers and home office teams, providing independence with extensive backing.

Your Future With Us Includes:

• No limits on your earning potential, directly linked to your efforts.
• A compensation package offering commissions, profit sharing, and incentive rewards.
• Flexibility to balance both personal and professional commitments.
• A culture dedicated to continuous improvement and professional growth.

Key Responsibilities:

• Build new client relationships using various sourcing strategies, including in-person, virtual, social media, and networking opportunities.
• Understand and address clients' needs and priorities to accelerate trust and develop tailored financial strategies.
• Ensure high-quality client experiences that align with firm policies and ethical standards.
• Work alongside the branch team to develop and adapt business plans aimed at enhancing branch effectiveness.
• Foster a collaborative and mutually respectful environment within your branch team.

At Edward Jones, we're proud to have been named a leading firm for training for 25 consecutive years, securing a rank of No. 17 in the prestigious 2025 Training APEX awards.

As you grow in your career and increase your assets, your salary will adjust accordingly over the first five years.

Benefits:

Edward Jones offers a competitive compensation and benefits package including comprehensive medical and dental coverage, disability income continuation, life insurance, a robust 401k plan, optional health savings accounts, and flexible spending accounts. Financial partners enjoy scheduling flexibility, paid sick leave, and personal time off, along with eligibility for bonuses and participation in various incentive programs.

If you're ready to become a valued financial partner in your community, consider applying to join our dedicated team.

Skills and Requirements:

Successful Client Financial Partners demonstrate ambition, self-motivation, and a strong commitment to long-term relationships. Your growth will stem from identifying prospective clients and enhancing relationships with existing ones by providing investment strategies and implementation recommendations.

Do you possess these characteristics?

• An interest in financial services and markets.
• A dedication to learning and overcoming challenges.
• A talent for building long-lasting relationships.
• Critical thinking skills.
• A passion for new opportunities.

Can you envision yourself...

• Learning through our extensive training program?
• Providing personalized investment solutions?
• Taking control of your business's growth?
• Aligning personal and professional objectives for your practice?
• Making a positive impact in your community?

Qualifications:

• A bachelor's degree is strongly preferred or equivalent experience in financial services.
• Background in financial services and/or sales.
• Possession of relevant financial services registration or certifications.
• Diverse professional or military career progression is valued.

Licensing Information:

• SIE Certification (obtainable without firm sponsorship) along with Series 7 and Series 66 will be required.
• FINRA licenses must be secured within three months; state insurance licenses are also necessary.
• Ongoing training is mandatory, as well as continuing education to keep licenses valid.

About Edward Jones:

Join a financial services firm where you are valued. Edward Jones is a Fortune 500 company where the focus is on people rather than profits. We have over 9 million clients and 20,000 financial partners across North America, emphasizing client relationships over shareholder returns. Our purpose is to partner for positive impact, enhance the well-being of our clients, and contribute to our communities. We are committed to creating an inclusive environment that fosters performance excellence and belonging, making us an ideal place to launch or advance your career.

Edward Jones does not discriminate based on any characteristic protected by applicable law.