Financial Advisor: Build Your Personal Client Practice

Edward Jones; Grand Forks (ND); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

401k retirement plan

Paid sick leave & paid time off

Bonuses & profit sharing

Travel Award Program

Employee Assistance Program

Job summary

Edward Jones in the United States is seeking a Financial Advisor to develop and grow a personal practice, supported by branch colleagues and a home-office team. You’ll build client relationships through in-person and virtual outreach and tailor comprehensive investment strategies.

The role offers a performance-based compensation package, including commissions, bonuses, and profit sharing. Edward Jones emphasizes client service, regulatory compliance, teamwork, and a broad support network that

Qualifications

• Series 7 and Series 66 required.
• State insurance licenses preferred.
• CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ and/or Chartered Retirement Planning Counselor™ preferred.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing.
• Deeply understand clients' needs to tailor personalized investment strategies.
• Oversee branch processes to ensure compliant, high-quality client experiences.
• Engage the branch to implement the branch business plan.
• Maintain ongoing training to keep registrations and licenses in good standing.

Skills

Strong communications

Self-motivation

Relationship building

Education

Series 7 and Series 66 required

State insurance licenses preferred

CFP® / CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ / Chartered Retirement Planning Counselor™ preferred

Job description

Edward Jones in the United States is seeking a Financial Advisor to develop and grow a personal practice, supported by branch colleagues and a home-office team. You’ll build client relationships through in-person and virtual outreach and tailor comprehensive investment strategies.

The role offers a performance-based compensation package, including commissions, bonuses, and profit sharing. Edward Jones emphasizes client service, regulatory compliance, teamwork, and a broad support network that