Financial Advisor - Career Change Opportunity

Edward Jones; Bridgewater (MA); On-site; USD 45,000 - 100,000; Full time

Job summary

An established industry player is seeking motivated individuals for the Financial Advisor role. This position offers a unique opportunity to partner with clients in achieving their long-term financial goals, from retirement planning to wealth management. As a financial advisor, you will receive comprehensive training and support, ensuring you have the tools needed to build your practice effectively. With no ceiling on earning potential and a culture that values continuous improvement, this role is perfect for those looking to make a meaningful impact in their community while enjoying a flexible work-life balance.

Benefits

Paid Training

Salary for the First Five Years

Branch Office Support

Flexible Work-Life Balance

Opportunities for Commission

Qualifications

• Strong interpersonal skills to build client relationships.
• Knowledge of financial products and services.

Responsibilities

• Build new client relationships through various sourcing strategies.
• Understand client needs to create personalized financial strategies.
• Oversee branch processes for a high-quality client experience.

Skills

Client Relationship Management

Financial Planning

Networking

Sales Strategies

Education

Bachelor's Degree

Financial Certification

Job description

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This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $100,000.00/yr

Job Overview

This job posting is anticipated to remain open for 30 days, from 21-Apr-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:

• Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
• Salary for the first five years as you begin to build your practice²
• A firm-provided branch office in the community
• Branch office support to help lighten the load so you can focus on your clients
• A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect...

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel
• The flexibility that you need to balance your personal and professional lives - the best of both worlds
• A culture of continuous improvement and professional development

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.