Financial Advisor

Edward Jones; Lake Havasu City (AZ); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical and prescription benefits

Paid time off

Employee Assistance Program

Job summary

Edward Jones is looking for motivated individuals to become Financial Advisors in Lake Havasu City, Arizona. You will receive comprehensive training and support as you build relationships and create personalized financial strategies for clients.

The role offers a supplemental salary for the first five years, along with opportunities for commissions and profit sharing. Applicants should have a strong interest in financial services and a background in relationship building or sales.

Qualifications

• Strong understanding of financial services/markets.
• Experience with relationship building and sales.
• Comfortable working in team settings.

Responsibilities

• Build relationships to create new clients through various strategies.
• Understand clients' needs to create personalized strategies.
• Oversee branch processes for a high-quality client experience.
• Engage the branch team to monitor business plans.
• Create a positive team environment in the branch.

Skills

Relationship building

Financial services knowledge

Sales experience

Critical thinking

Education

Bachelor's degree or equivalent experience

Job description

Support

• 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.

Expectations

• 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 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.

Characteristics of a Successful Financial Advisor

• 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

Will You See Yourself…

• Learning to be a financial advisor through our comprehensive training program?
• Delivering personalized investment and financial solutions to your clients?
• Taking ownership of your business’s growth and success?
• Meeting professional and personal objectives as they relate to building your practice?
• Working in and positively impacting your local community?

Skills & 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

• 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.

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.

Benefits

Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401(k) retirement plan, and tax‑advantaged accounts: health savings account and flexible spending account. Flexibility in schedule, paid sick leave and paid time off provided where required by applicable law; financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for eligible Financial Advisors; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program.

Compensation

Building a business takes time, so the new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered in the first five years. Supplemental starting salary range $45,000 - $100,000.