Grow Your Own Financial Advisory Practice

Edward Jones; Columbus (OH); On-site; USD 50,000 - 125,000; Full time

Job summary

Edward Jones is seeking a Financial Advisor to develop and grow a client practice supported by branch teams and regional advisors. You will build relationships, understand client needs, and deliver personalized financial strategies within regulatory guidelines.

The role emphasizes ongoing training, a strong client-centric approach, and a long-term commitment to community and client success. A performance-driven environment offers competitive compensation and growth opportunities.

Qualifications

• Series 7 and Series 66 licenses are required for this role.
• Experience in financial services working with clients is essential.
• State insurance licenses are preferred; additional professional designations (CFP, CERTIFIED FINANCIAL PLANNER, CRPC) are encouraged.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs to accelerate trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure quality client experience and compliance.
• Engage the branch team to create, monitor, and adjust the branch business plan.
• Create a highly engaging environment in the branch with mutual trust and accountability.
• Complete ongoing training offered by the firm and regulatory authorities to maintain licenses.
• Support a firm-provided branch office in the community.
• Provide client support to lighten workload and focus on clients.
• Leverage the network from client support to home office to back you at every step.

Skills

Series 7

Series 66

Client relationship building

Communication skills

Regulatory compliance

Education

Series 7 license

Series 66 license

State insurance licenses

CFP designation (preferred)

CERTIFIED FINANCIAL PLANNER designation (preferred)

CRPC designation (preferred)

Job description

Edward Jones is seeking a Financial Advisor to develop and grow a client practice supported by branch teams and regional advisors. You will build relationships, understand client needs, and deliver personalized financial strategies within regulatory guidelines.

The role emphasizes ongoing training, a strong client-centric approach, and a long-term commitment to community and client success. A performance-driven environment offers competitive compensation and growth opportunities.