Financial Advisor - Flexible Schedule + Training & Growth

Edward Jones; Helena (MT); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401k plan

Bonuses & profit sharing

Paid time off

Job summary

Edward Jones in the United States seeks motivated individuals to start or grow a financial advisory practice, supported by your branch team, a home-office group, and regional advisors. You’ll develop client relationships, understand goals, and advise on retirement, wealth-building, estate strategies, and education funding while upholding regulatory standards.

The program includes paid training, trainee pay, a supplemental salary for up to five years, commissions and rewards for new assets, and a

Qualifications

• Bachelor's degree or equivalent work experience in securities/financial services.
• Experience in financial services and/or sales.
• Licensing: SIE, Series 7, Series 66 required within three months; FINRA licensing ongoing.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing.
• Understand clients' needs to deliver personalized strategies to help them reach goals.
• Oversee branch processes to ensure high-quality client experience and compliance.
• Engage the branch team to implement the branch business plan and drive results.
• Create an engaging, trusted environment in the branch with accountability.

Skills

Financial services knowledge

Sales experience

Client relationship building

Regulatory understanding

Education

Bachelor's degree or equivalent

Tools

Licensing (SIE, Series 7, Series 66)

Job description

Edward Jones in the United States seeks motivated individuals to start or grow a financial advisory practice, supported by your branch team, a home-office group, and regional advisors. You’ll develop client relationships, understand goals, and advise on retirement, wealth-building, estate strategies, and education funding while upholding regulatory standards.

The program includes paid training, trainee pay, a supplemental salary for up to five years, commissions and rewards for new assets, and a