Experienced Financial Advisor - Grow Your Client Practice

Edward Jones; Elyria (OH); Sur place; USD 50 000 - 125 000; Plein temps

Avantages offerts par ce poste

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid time off

Résumé du poste

Edward Jones is seeking a financial advisor to build and grow a personal client practice with branch and regional support. You will develop bespoke investment strategies, deepen client relationships, and operate within regulatory guidelines.

You will complete required training, maintain Series 7/66 licenses, and leverage a national network to deliver financial planning and asset management services. The role offers long‑term career growth and a comprehensive benefits package.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services working with clients.
• State insurance licenses preferred.
• CFP®, CRPC® or CERTIFIED FINANCIAL PLANNER designations preferred.

Responsabilités

• Build client relationships via face‑to‑face and virtual sourcing strategies.
• Understand clients' needs to create personalized, comprehensive strategies.
• Oversee branch processes to ensure high‑quality client experiences.
• Engage the branch team to implement the branch business plan.
• Create a trustworthy, respectful, accountable branch environment.
• Complete ongoing training and maintain registrations and licenses.
• Operate a firm-provided branch office in the community.
• Provide client support to lighten workload and focus on clients.
• Collaborate with a large regional and home office network.

Connaissances

Series 7

Series 66

Financial services experience

Strong communications skills

Self-starter

Investment products knowledge

CFP designation (preferred)

CRPC designation (preferred)

Description du poste

Edward Jones is seeking a financial advisor to build and grow a personal client practice with branch and regional support. You will develop bespoke investment strategies, deepen client relationships, and operate within regulatory guidelines.

You will complete required training, maintain Series 7/66 licenses, and leverage a national network to deliver financial planning and asset management services. The role offers long‑term career growth and a comprehensive benefits package.