Financial Advisor: Build Your Practice & Impact

Edward Jones; Dallas (TX); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability income continuation

Life and AD&D coverage

401k retirement plan

Bonuses; profit sharing; incentive pay

Paid sick leave and PTO

Employee Assistance Program

Job summary

Edward Jones in the United States is seeking a Financial Advisor to build and grow your own client practice, supported by branch colleagues, a home-office team, and thousands of backing advisors.

You will create relationships through face-to-face and virtual sourcing, tailor comprehensive investment plans, and guide clients to long-term goals while complying with firm policies and regulatory requirements. A rewarding career with uncapped earning potential and strong benefits awaits.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients and knowledge of investment products.
• State insurance licenses preferred.
• CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™ or Chartered Retirement Planning Counselor™ preferred.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs, priorities, and concerns to accelerate trust and create personalized strategies.
• Oversee branch processes to ensure high-quality client experience and regulatory compliance.
• Engage the branch team to create and monitor the branch business plan.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• Complete ongoing training offered by the firm and regulators, and maintain registrations and licenses.
• A firm-provided branch office in the community.
• Client support to lighten the load so you can focus on your clients.
• A support network from client support to home office backing you.

Skills

Strong communications skills

Relationship building

Self-motivation

Education

Series 7

Series 66

Insurance license

CFP / CERTIFIED FINANCIAL PLANNER / CRPC / Chartered Retirement Planning Counselor

Job description

Edward Jones in the United States is seeking a Financial Advisor to build and grow your own client practice, supported by branch colleagues, a home-office team, and thousands of backing advisors.

You will create relationships through face-to-face and virtual sourcing, tailor comprehensive investment plans, and guide clients to long-term goals while complying with firm policies and regulatory requirements. A rewarding career with uncapped earning potential and strong benefits awaits.