Experienced Financial Advisor: Grow Your Client Impact & Earnings

Edward Jones; Phoenix (AZ); On-site; USD 50,000 - 125,000; Full time

Job summary

Edward Jones is a Fortune 500 financial services firm offering a people-first culture with a century-long history. This role focuses on building client relationships, understanding needs, and delivering personalized financial strategies to help clients reach long-term goals.

As a financial advisor, you’ll be supported by a broad network and ongoing training, with compensation linked to performance. This position emphasizes client service, compliance, and collaborative teamwork across branches.

Qualifications

• Series 7 and Series 66 are required certifications.
• Experience in financial services with clients and in-depth knowledge of investment products is expected.
• State insurance licenses are preferred; CFP or similar designations are a plus.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Understand clients’ needs and priorities to create personalized financial strategies.
• Oversee branch processes to ensure high-quality client experience and regulatory compliance.
• Engage the branch team to implement and adjust the business plan for better performance.

Skills

Strong communications skills

Self-starter

Love of learning

Long-term relationship building

Adaptable

Critical thinking

Ambition

Education

Series 7 and Series 66 required

State insurance licenses preferred

CFP or CRPC and/or Chartered Retirement Planning Counselor

Job description

Edward Jones is a Fortune 500 financial services firm offering a people-first culture with a century-long history. This role focuses on building client relationships, understanding needs, and delivering personalized financial strategies to help clients reach long-term goals.

As a financial advisor, you’ll be supported by a broad network and ongoing training, with compensation linked to performance. This position emphasizes client service, compliance, and collaborative teamwork across branches.