Experienced Financial Advisor — Grow Your Client Practice

Edward Jones; Ashland (VA); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Bonuses

Job summary

Edward Jones is seeking a motivated financial advisor to build and grow a personal client practice with the backing of a large support network. You will develop comprehensive financial strategies and maintain strong client relationships in a collaborative branch setting.

With Series 7 and 66 licenses, you’ll navigate regulatory requirements while delivering personalized solutions. The role offers ongoing training, flexible collaboration, and potential bonuses based on performance.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with a track record of success.
• State insurance licenses preferred.
• Preferred CFP, CRPC, or CERTIFIED FINANCIAL PLANNER designations.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs to accelerate trust and develop personalized strategies.
• Oversee branch processes to ensure high-quality client experience and regulatory compliance.
• Engage the branch team to create and monitor the branch business plan.
• Create an engaging environment in the branch based on mutual trust and accountability.
• Complete ongoing training to maintain registrations and licenses.
• Provide client support to lighten the load so you can focus on clients.
• Work with a large support network from client support to home office.

Skills

Client relationship building

Strong communication

Regulatory compliance knowledge

Financial services experience

Education

Series 7

Series 66

Tools

CRM systems

Job description

Edward Jones is seeking a motivated financial advisor to build and grow a personal client practice with the backing of a large support network. You will develop comprehensive financial strategies and maintain strong client relationships in a collaborative branch setting.

With Series 7 and 66 licenses, you’ll navigate regulatory requirements while delivering personalized solutions. The role offers ongoing training, flexible collaboration, and potential bonuses based on performance.