Client-Focused Financial Advisor: Launch Your Practice

Edward Jones

Mokena (IL)

On-site

USD 45,000 - 100,000

Full time

8 days ago
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Benefits offered by this job

Paid training
Branch office provided
Branch support
Professional network
Incentive travel

Job summary

Edward Jones in the United States seeks a financial advisor to build a client base and help clients plan toward retirement, wealth, and education goals. You will work with a branch team and regional support to grow your practice while meeting regulatory requirements.

The role emphasizes training, licensing, and ongoing professional development, with compensation including base elements, commissions, and potential asset-based incentives. A strong client-focus and community involvement are valued.

Qualifications

  • Bachelor's degree or equivalent work experience in securities/financial services.
  • Sales experience in financial services.
  • FINRA licenses (Series 7 and 66) and state licenses; licensing may be obtained with firm sponsorship.
  • SIE eligibility and ongoing regulatory training requirements.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing (residential, business, networking, referrals, social media, speaking engagements).
  • Understand clients' needs to develop personalized, comprehensive strategies to achieve goals.
  • Oversee branch processes to ensure high-quality, compliant client experiences.
  • Engage the branch team to create, monitor, and adjust the branch business plan for results.
  • Foster an engaging, respectful, and accountable branch environment.

Education

Bachelor's degree or equivalent work experience in securities/financial services
Financial services experience
Financial services licensing or certification
Professional or military career progression

Job description

Edward Jones in the United States seeks a financial advisor to build a client base and help clients plan toward retirement, wealth, and education goals. You will work with a branch team and regional support to grow your practice while meeting regulatory requirements.

The role emphasizes training, licensing, and ongoing professional development, with compensation including base elements, commissions, and potential asset-based incentives. A strong client-focus and community involvement are valued.

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