Financial Advisor: Grow Your Client Practice with Flexibility

Edward Jones

Greensboro (NC)

On-site

USD 50,000 - 125,000

Full time

15 hours ago
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Job summary

Edward Jones is seeking a financial advisor to build and grow a personal practice with the support of branch and regional teams. You will develop comprehensive, personalized strategies for clients, drawing on years of history and a broad product suite.

A commitment to service and ethical stewardship guides every interaction. The role emphasizes relationship building, ongoing training, and compliance as you serve a diverse client base across the U.S.

Qualifications

  • Strong communications skills and self-starter.
  • Love of learning and challenges.
  • Skilled in long-term relationship building.
  • Adaptable to new information seeking the right solutions for clients.
  • Comfortable in your ability to think critically.
  • Passion for new opportunities.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Deeply understand clients' needs and priorities to accelerate trust and create personalized strategies.
  • Oversee branch processes to ensure high-quality client experience and regulatory compliance.
  • Engage the branch team to create and adjust the branch business plan.
  • Create an engaging branch environment built on trust, respect, and accountability.
  • Complete ongoing training to maintain registrations and licenses.

Skills

Strong communications skills
Self-starter
Love of learning
Relationship building
Adaptable
Critical thinking
Passion for new opportunities

Education

Series 7 & 66 required
State insurance licenses preferred
CFP® or CERTIFIED FINANCIAL PLANNER™/CRPC™ desirable

Job description

Edward Jones is seeking a financial advisor to build and grow a personal practice with the support of branch and regional teams. You will develop comprehensive, personalized strategies for clients, drawing on years of history and a broad product suite.

A commitment to service and ethical stewardship guides every interaction. The role emphasizes relationship building, ongoing training, and compliance as you serve a diverse client base across the U.S.

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