Financial Advisor

Edward Jones; Crete (IL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Paid training

Branch office support

No ceiling to earning potential

Job summary

Edward Jones in Crete, Illinois, is seeking a Financial Advisor to develop client relationships and establish personalized strategies to achieve financial goals. Candidates should possess a relevant bachelor's degree or equivalent experience, alongside a strong interest in financial markets. The role offers a supportive network within a Fortune 500 company, emphasizing continuous personal and professional growth. Compensation is tied to performance, with no ceiling on earning potential. Benefits include extensive training and office support.

Qualifications

• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
• Financial services and/or sales experience is desired.
• Financial services registration, licensing, or certification may be required.

Responsibilities

• Build relationships to create new clients via various strategies.
• Understand clients’ needs to create personalized strategies.
• Oversee branch processes to ensure client experience consistency.
• Engage team to create and monitor branch business plans.
• Foster an engaging and respectful environment in the branch.

Skills

Long-term relationship building

Critical thinking

Learning and determination

Education

Bachelor's degree or equivalent work experience

Job description

Job Description

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.

Support and Benefits

• Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program.
• Salary for the first five years as you begin to build your practice.
• A firm‑provided branch office in the community.
• Branch office support to help lighten the load so you can focus on your clients.
• A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.

Compensation and Growth

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel.
• The flexibility that you need to balance your personal and professional lives – the best of both worlds.
• A culture of continuous improvement and professional development.

Key Responsibilities

• Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Candidate Characteristics

• An interest in financial services/markets and how they work.
• Love of learning and challenges, including determination to succeed.
• Skilled in long‑term relationship building.
• Comfortable in your ability to think critically.
• Passion for new opportunities.

Qualifications

• A bachelor's degree is strongly preferred or equivalent work‑related experience within the securities/financial services industry.
• Financial services and/or sales experience.
• Financial services registration, licensing, or certification.
• Professional and/or military career progression.

Licensing Requirements

• SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months. State insurance licenses will be required.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.