Financial Advisor: Grow Your Client-Driven Practice

Edward Jones; Boston (MA); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Disability income continuation

401k retirement plan

Health savings account

Flexible spending account

Bonuses and profit sharing

Travel Award Program

Employee Assistance Program

Job summary

Edward Jones is recruiting financial advisors to build and grow independent client practices with support from branch offices and a regional network. You will develop personalized financial strategies, foster long-term relationships, and operate within regulatory standards while benefiting from training, a flexible compensation structure, and a broad support system.

The role emphasizes client service, ongoing education, and adherence to firm policies, offering opportunities for earnings growth

Qualifications

• Series 7 and Series 66 are required.
• Experience in financial services with clients and knowledge of investment products.
• State insurance licenses preferred.
• CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ designations preferred.

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' needs to accelerate trust and create personalized strategies to help clients achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience in line with firm policies and regulatory requirements.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and results.
• Create an engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• As an associate, complete ongoing training offered by the firm and regulatory authorities and maintain registrations and licenses in good standing.

Skills

Communication skills

Self-starter

Relationship building

Adaptable

Critical thinking

Education

Series 7 & 66 required

CFP/CERTIFIED FINANCIAL PLANNER designation preferred

Job description

Edward Jones is recruiting financial advisors to build and grow independent client practices with support from branch offices and a regional network. You will develop personalized financial strategies, foster long-term relationships, and operate within regulatory standards while benefiting from training, a flexible compensation structure, and a broad support system.

The role emphasizes client service, ongoing education, and adherence to firm policies, offering opportunities for earnings growth