Hybrid Financial Advisor: Wealth & Retirement Planning Pro

American Accounting Association; Evansville (IN); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Edward Jones seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses in Evansville, IN. You will build client relationships, analyze financial goals, and tailor portfolios while upholding FINRA/SEC standards and Edward Jones culture.

The role emphasizes prospecting, community networking, and proactive service within a hybrid work model.

Qualifications

• Provide comprehensive financial planning and investment guidance to individuals and small businesses.
• Assess client goals, risk tolerance, and time horizon to tailor portfolios and strategies.
• Ensure regulatory compliance with FINRA/SEC and firm policies.

Responsibilities

• Provide comprehensive financial planning and investment advice to individual and small business clients
• Assess client goals, risk tolerance, and time horizon to design tailored portfolios and strategies
• Monitor and rebalance client portfolios as markets and life events change
• Develop new business through prospecting, referrals, and community networking
• Maintain detailed client records and utilize CRM tools to manage pipelines and follow-ups
• Collaborate with branch team to deliver high-quality client service
• Prepare and deliver data-driven financial proposals and reviews
• Support clients with retirement, education, tax-aware, and estate planning strategies
• Pursue ongoing professional development and maintain required licenses

Job description

Edward Jones seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses in Evansville, IN. You will build client relationships, analyze financial goals, and tailor portfolios while upholding FINRA/SEC standards and Edward Jones culture.

The role emphasizes prospecting, community networking, and proactive service within a hybrid work model.