Financial Advisor: Build Your Client‑First Practice

Edward Jones; Albany (OR); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Edward Jones invites motivated professionals to become financial advisors, leveraging a comprehensive training program and a structured pathway to build a personal client base. You’ll work with a branch team, a home-office support network, and regional advisors to grow your practice.

With a history spanning over a century, Edward Jones emphasizes client-first service, continuous development, and community impact, offering a clear path from trainee to licensed advisor within a supportive culture.

Qualifications

• Bachelor's degree or equivalent work experience in securities/financial services.
• Experience in sales within financial services is preferred.
• Licensing and registrations typical for financial advisors (SIE, Series 7, Series 66) and state licenses may be required.

Responsibilities

• Build relationships to attract new clients through in-person and virtual outreach.
• Understand clients' needs and create personalized, comprehensive financial plans.
• Oversee branch processes to ensure high-quality client experiences aligned with policies and regulatory requirements.
• Engage the branch team to monitor and adjust the business plan for growth.
• Foster a collaborative, accountable branch environment.

Skills

Client relations

Sales experience

Communication skills

Education

Bachelor's degree or equivalent

Job description

Edward Jones invites motivated professionals to become financial advisors, leveraging a comprehensive training program and a structured pathway to build a personal client base. You’ll work with a branch team, a home-office support network, and regional advisors to grow your practice.

With a history spanning over a century, Edward Jones emphasizes client-first service, continuous development, and community impact, offering a clear path from trainee to licensed advisor within a supportive culture.