Experienced Financial Advisor

American Accounting Association; Norman (OK); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Edward Jones in Norman, Oklahoma seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses. You will build client relationships and recommend tailored portfolios while upholding regulatory standards and Edward Jones’s client-first culture.

You will develop new business through prospecting and referrals, collaborate with a supportive branch team, and maintain detailed client records using

Qualifications

• Experience providing financial planning and investment advice to individual and small business clients.
• Ability to assess client goals, risk tolerance, and time horizon to design tailored portfolios.
• Strong knowledge of FINRA/SEC regulations and compliance.
• Proficient with CRM software and data-driven analysis.

Responsibilities

• Provide comprehensive financial planning and investment advice to individual and small business clients
• Assess client goals, risk tolerance, and time horizon to design tailored portfolios and strategies
• Monitor and rebalance client portfolios, adjusting as markets change
• Develop new business through prospecting, referrals, and community networking
• Maintain client records and use CRM to manage pipelines
• Ensure compliance with FINRA/SEC and firm policies
• Collaborate with branch team to deliver high-quality client service
• Prepare data-driven financial proposals and reviews
• Support retirement, education, tax-aware, and estate planning strategies
• Pursue ongoing professional development and maintain licenses

Skills

Financial planning

Investment portfolio management

Retirement planning

Wealth management

Risk assessment

Regulatory compliance (FINRA/SEC)

CRM software

Sales and business development

Data-driven financial analysis

Client presentation skills

Tools

CRM software

Job description

Employer Edward Jones Location Norman, Oklahoma Salary Competitive Closing date Sep 28, 2026

Focus Area Budgeting & Resource Allocation, Regulatory Compliance & Policy, Taxation Role Type Advisor Role Level Intermediate Work Mode Hybrid Employment Type Full Time Organization Type Other

Job Details

Edward Jones seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses. You'll build and deepen client relationships, analyze financial goals, and recommend tailored portfolios and insurance solutions. Partnering with a supportive branch team, you'll grow your practice through proactive prospecting, community networking, and referrals, while upholding strict regulatory standards and Edward Jones's client-first, integrity-driven culture.

Responsibilities

• Provide comprehensive financial planning and investment advice to individual and small business clients
• Assess client goals, risk tolerance, and time horizon to design tailored portfolios and strategies
• Monitor and rebalance client portfolios, recommending adjustments as markets and life events change
• Develop new business through prospecting, referrals, and community networking
• Maintain detailed client records and utilize CRM tools to manage pipelines and follow-ups
• Ensure full compliance with FINRA, SEC, and firm policies and procedures
• Collaborate with branch team members to deliver high-quality client service
• Prepare and deliver clear, data-driven financial proposals and reviews
• Support clients with retirement, education, tax-aware, and estate planning strategies
• Pursue ongoing professional development and maintain required licenses

Required Skills

• Financial planning
• Investment portfolio management
• Retirement planning
• Wealth management
• Risk assessment
• Regulatory compliance (FINRA/SEC)
• CRM software
• Sales and business development
• Data-driven financial analysis
• Client presentation skills