Financial Advisor - Career Change Opportunity

TieTalent; Dyersville (IA); On-site; USD 50,000 - 70,000; Full time

Job summary

Join a leading financial services firm as a Financial Advisor, where you'll help clients achieve their financial goals. With comprehensive training and support, you'll build your practice and enjoy a flexible work environment. This role offers unlimited earning potential and opportunities for professional growth.

Benefits

Paid training and licensing

Salary support during initial years

Branch office support

Flexible work-life balance

Opportunities for commissions and profit sharing

Qualifications

• Candidates need a bachelor's degree or relevant work experience.
• Financial services or sales experience is preferred.
• Licensing requirements include SIE, Series 7, and Series 66.

Responsibilities

• Build relationships to create new clients through various sourcing strategies.
• Engage branch team to create and monitor business plans.
• Oversee branch processes for a streamlined client experience.

Skills

Client Relationship Building

Personalized Strategy Development

Sales Experience

Education

Bachelor's Degree or Equivalent Experience

Job description

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Job Overview

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

About the Role

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.

Support and Benefits

• Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program.
• Salary for the first five years as you begin to build your practice.
• 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.

Additional Perks

• 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 to balance your personal and professional lives.
• A culture of continuous improvement and professional development.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Understand clients' needs, priorities, and concerns to create personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience.
• Engage the branch team to create, monitor, and adjust the business plan.
• Create a highly engaging environment based on mutual trust, respect, and accountability.

Qualifications and Licensing

Candidates should have at least one of the following:

• A bachelor's degree or equivalent work-related experience.
• Financial services and/or sales experience.
• Financial services registration, licensing, or certification.
• Professional and/or military career progression.

Licensing requirements include:

• SIE (can be obtained without sponsorship), Series 7, and Series 66 (registrations may be obtained during paid study period).
• State insurance licenses.
• Ongoing training and CE to maintain licenses.

About Us

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve lives and communities. We are committed to diversity, inclusion, and creating a sense of belonging.