Financial Advisor: Grow Your Practice & Impact

Edward Jones; Milwaukee (WI); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical & dental coverage

401k retirement plan

Paid time off & sick leave

Bonuses & travel incentives

Job summary

Edward Jones in Milwaukee is seeking a Financial Advisor to grow a client practice, supported by branch teams and home-office resources. You’ll develop tailored financial strategies and build long-term relationships with clients across the U.S. and Canada.

This role emphasizes exceptional communication, ongoing training, and regulatory compliance. A proven track record in financial services, licenses (Series 7/66 preferred), and a commitment to community impact are valued.

Qualifications

• Strong communications skills and self-starter attitude.
• Experience in financial services and client interactions.
• Ability to develop personalized financial strategies.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing.
• Deeply understand clients' needs to create personalized strategies.
• Oversee branch processes to ensure high-quality client experience.
• Engage the branch team to monitor and adjust the business plan.
• Complete ongoing training to maintain registrations and licenses.

Skills

Strong communication

Relationship building

Self-motivation

Client needs analysis

Education

Series 7

Series 66

Job description

Edward Jones in Milwaukee is seeking a Financial Advisor to grow a client practice, supported by branch teams and home-office resources. You’ll develop tailored financial strategies and build long-term relationships with clients across the U.S. and Canada.

This role emphasizes exceptional communication, ongoing training, and regulatory compliance. A proven track record in financial services, licenses (Series 7/66 preferred), and a commitment to community impact are valued.