Growth-Focused Financial Advisor: Build Your Practice

Edward Jones

Norfolk (VA)

On-site

USD 50,000 - 125,000

Full time

14 days+

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Benefits offered by this job

Employee Assistance Program
401k retirement plan
Health benefits

Job summary

Edward Jones, a Fortune 500 financial services firm, is hiring a Financial Advisor to build and grow client relationships and provide personalized financial guidance. You will work with a branch team and leverage a broad support network, with a path to grow assets and advisory services across the U.S. and Canada.

The role emphasizes client-centric planning, regulatory compliance, and ongoing professional development to help clients reach long-term financial goals.

Qualifications

  • Series 7 and Series 66 required.
  • Experience in financial services with clients and knowledge of investment products with a track record of success.
  • State insurance licenses preferred.
  • CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor preferred.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Deeply understand clients' needs to accelerate trust and develop personalized strategies.
  • Oversee branch processes to ensure a high-quality client experience and regulatory compliance.
  • Engage the branch team to monitor and adjust the branch business plan.
  • Create a engaging environment in the branch with mutual trust and accountability.
  • Complete ongoing training offered by the firm and regulators to maintain licenses.
  • Operate from a firm-provided branch office in the community.
  • Provide client support to lighten workload so you can focus on clients.
  • Work with a large support network from client support to home office.

Skills

Strong communications
Self-starter
Love of learning
Long-term relationship building
Adaptable problem solving
Critical thinking
Opportunity-driven

Education

Series 7 & 66 required
CFP / CERTIFIED FINANCIAL PLANNER or CRPC / Chartered Retirement Planning Counselor

Job description

Edward Jones, a Fortune 500 financial services firm, is hiring a Financial Advisor to build and grow client relationships and provide personalized financial guidance. You will work with a branch team and leverage a broad support network, with a path to grow assets and advisory services across the U.S. and Canada.

The role emphasizes client-centric planning, regulatory compliance, and ongoing professional development to help clients reach long-term financial goals.

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