Financial Advisor: Grow Your Practice & Impact Clients

Edward Jones

Carmel (IN)

On-site

USD 50,000 - 125,000

Full time

14 days+
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Benefits offered by this job

401k retirement plan
Employee Assistance Program
Bonuses & profit sharing
Paid time off
Travel Award Program

Job summary

Edward Jones is seeking a Financial Advisor to build a personal practice with backing from a large, supportive network. You will cultivate relationships with individual and business clients, tailoring comprehensive strategies to meet long‑term goals.

You’ll oversee branch operations, align with policies, and participate in ongoing regulatory training while benefiting from a strong earning potential and a community‑m minded culture.

Qualifications

  • Series 7 and Series 66 required.
  • Experience in financial services with clients and investment products.
  • State insurance licenses preferred.
  • CFP or CRPC designations are a plus.

Responsibilities

  • Build relationships to create new clients via face‑to‑face and virtual sourcing strategies.
  • Understand clients' needs and provide personalized, comprehensive strategies.
  • Oversee branch processes to ensure quality client experience and regulatory compliance.
  • Engage the branch team to implement the branch business plan and drive results.
  • Create an engaging environment founded on trust, respect, and accountability.
  • Complete ongoing training to maintain registrations and licenses in good standing.
  • Support clients with a firm‑provided branch office and regional network.

Skills

Strong communication skills
Client relationship building
Financial services experience
Knowledge of investment products

Education

Series 7 and Series 66 licenses
CFP designation preferred

Tools

CRPC designation

Job description

Edward Jones is seeking a Financial Advisor to build a personal practice with backing from a large, supportive network. You will cultivate relationships with individual and business clients, tailoring comprehensive strategies to meet long‑term goals.

You’ll oversee branch operations, align with policies, and participate in ongoing regulatory training while benefiting from a strong earning potential and a community‑m minded culture.

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