Financial Advisor

Edward Jones; Lakewood (CO); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Paid training

Branch office support

Flexible work-life balance

Compensation package with commissions

Job summary

A leading financial services firm is seeking a Financial Advisor in Lakewood, Colorado. In this role, you'll build relationships with clients using face-to-face and virtual strategies, understand their needs, and create personalized financial strategies. The firm offers a comprehensive training program and support network to help you succeed. Competitive compensation with no earning ceiling and multiple benefits included.

Qualifications

• Strong preference for a bachelor's degree or equivalent experience in financial services.
• Experience in financial services or sales is valuable.
• Required to obtain financial services licenses.

Responsibilities

• Build relationships to attract new clients.
• Understand clients' needs and create personalized strategies.
• Ensure a high-quality, streamlined client experience.
• Engage the branch team to increase business effectiveness.
• Create an environment of mutual trust and respect.

Skills

Interest in financial services

Love of learning and challenges

Relationship building

Critical thinking

Passion for new opportunities

Education

Bachelor's degree or equivalent work-related experience

Tools

Financial services registration

Licensing (SIE, Series 7, Series 66)

Job description

Overview

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.

Support & Compensation

• Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program¹.
• Salary for the first five years as you begin to build your practice².
• 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.

You can also expect…

• 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.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine’s prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration.

² As your new asset compensation and commissions increase over the first five years, salary will decrease.

What characteristics would make you 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.

Can 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 / Requirements

• 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.

Benefits

Edward Jones’ compensation and benefits package includes 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. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm’s Travel Award Program. All associates eligible for the firm’s Employee Assistance Program.

Compensation

We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client‑first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

Supplemental Starting Salary Range $45,000 – $100,000.

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.