Financial Advisor: Build Your Own Practice

Edward Jones; Elyria (OH); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401k plan

HSA/FSA

Paid time off

Bonuses

Profit sharing

Incentive travel

Employee assistance program

Job summary

Edward Jones is seeking a Financial Advisor who will build lasting client relationships and develop personalized financial plans. You’ll work with branch teams to manage client experiences and compliance, while leveraging a broad support network to help clients reach long-term goals.

You’ll need Series 7 and 66, client-service experience, and licenses; CFP/CERTIFIED FINANCIAL PLANNER or CRPC designations are a plus.

Qualifications

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

Responsibilities

• Build relationships to acquire new clients via face-to-face and virtual sourcing.
• Understand client needs to develop personalized investment strategies.
• Oversee branch processes to ensure quality client experiences and regulatory compliance.
• Coordinate with the branch team to execute the business plan and improve results.
• Foster a trustworthy, respectful, and accountable branch environment.
• Complete ongoing training and maintain registrations and licenses as required.
• Operate from a firm-provided branch office in the community.
• Provide client support to lighten workload and focus on clients.
• Leverage a large support network from client support to home office.

Skills

Relationship building

Communication

Self-motivated

Learning mindset

Critical thinking

Opportunity driven

Tools

Financial services tools

Job description

Edward Jones is seeking a Financial Advisor who will build lasting client relationships and develop personalized financial plans. You’ll work with branch teams to manage client experiences and compliance, while leveraging a broad support network to help clients reach long-term goals.

You’ll need Series 7 and 66, client-service experience, and licenses; CFP/CERTIFIED FINANCIAL PLANNER or CRPC designations are a plus.