Experienced Financial Advisor — Build Your Own Practice

Edward Jones; Fort Collins (CO); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability income continuation

Life insurance

401k retirement plan

Health savings account

Job summary

Edward Jones is seeking a financial advisor to develop and grow their own practice, supported by branch teams and a broad advisory network across the U.S. and Canada. This role emphasizes building trusted client relationships and delivering personalized financial strategies.

You will leverage a long-standing history and a comprehensive benefits package while pursuing ongoing training and licensing to maintain registrations and serve diverse clients in a collaborative environment.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services working with clients and knowledge of investment products.
• State insurance licenses preferred.
• CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ preferred.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing.
• Understand clients' needs to create personalized strategies and help them achieve goals.
• Oversee branch processes to ensure high-quality client experience and regulatory compliance.
• Engage the branch team to implement and adjust the branch business plan.

Skills

Series 7

Series 66

Financial services experience

Licensing knowledge

Job description

Edward Jones is seeking a financial advisor to develop and grow their own practice, supported by branch teams and a broad advisory network across the U.S. and Canada. This role emphasizes building trusted client relationships and delivering personalized financial strategies.

You will leverage a long-standing history and a comprehensive benefits package while pursuing ongoing training and licensing to maintain registrations and serve diverse clients in a collaborative environment.