Financial Advisor — Grow a Client‑Focused Practice

Edward Jones; Bozeman (MT); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical & prescription

Dental & vision

401k retirement plan

Paid time off

Job summary

Edward Jones, a Fortune 500 financial services firm, invites you to develop and grow your own practice with branch associates, a home-office team, and a network of regional financial advisors. You’ll build relationships, understand client needs, and deliver personalized strategies while following firm policies, regulatory guidelines, and ongoing training to maintain licenses.

Join a company that values inclusion and belonging and offers a compensation mix with salary, commissions, and potential

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with client work.
• State insurance licenses preferred.
• Preferred CFP/CERTIFIED FINANCIAL PLANNER/CRPC designations.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Job description

Edward Jones, a Fortune 500 financial services firm, invites you to develop and grow your own practice with branch associates, a home-office team, and a network of regional financial advisors. You’ll build relationships, understand client needs, and deliver personalized strategies while following firm policies, regulatory guidelines, and ongoing training to maintain licenses.

Join a company that values inclusion and belonging and offers a compensation mix with salary, commissions, and potential