Financial Advisor: Build Your Practice & Impact Clients

Edward Jones

Jamestown (NY)

On-site

USD 45,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Medical and prescription coverage
Dental and vision coverage
401(k) retirement plan
Paid sick leave
Travel Award Program

Job summary

Edward Jones is a Fortune 500 financial services firm that helps clients achieve long-term goals through personalized investment solutions. You’ll build a practice with branch and regional support, backed by 100 years of history and a focus on client outcomes.

The role offers comprehensive training, licensing assistance, and a compensation structure tied to performance, with significant long-term earning potential.

Qualifications

  • Bachelor's degree or equivalent work-related experience.
  • Financial services and/or sales experience preferred.
  • Licensing: SIE, Series 7 and Series 66 required; FINRA registrations within three months.
  • State insurance licenses and ongoing CE training as applicable.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing.
  • Understand client needs to develop personalized strategies.
  • Oversee branch processes to ensure compliant, high-quality experiences.
  • Engage branch teams to execute the branch business plan and goals.

Skills

Client relationship building
Sales experience in financial services
Communication skills
Regulatory knowledge

Education

Bachelor's degree or equivalent experience

Job description

Edward Jones is a Fortune 500 financial services firm that helps clients achieve long-term goals through personalized investment solutions. You’ll build a practice with branch and regional support, backed by 100 years of history and a focus on client outcomes.

The role offers comprehensive training, licensing assistance, and a compensation structure tied to performance, with significant long-term earning potential.

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