Senior Financial Advisor: Build Your Client-First Practice

Edward Jones; Rockford (IL); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401k retirement plan

Paid time off

Bonuses / profit sharing

Travel Award Program

Employee Assistance Program

Job summary

Edward Jones is seeking a driven financial advisor in Rockford, IL to build a personal client base and deliver long-term financial strategies. You will collaborate with branch teams and regional support to provide tailored investment solutions, while maintaining regulatory compliance and a service-first mindset.

You will rely on your client-focused approach, strong communication skills, and comprehensive training to grow your practice within Edward Jones’ structure of thousands of supporting

Qualifications

• Must hold Series 7 and Series 66 licenses.
• State insurance licenses preferred.
• CFP®, CERTIFIED FINANCIAL PLANNER™, or CRPC™ designations are a plus.

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 to ensure a high-quality client experience and regulatory compliance.
• Engage the branch team to monitor and adjust the branch business plan.
• Create a highly engaging environment in the branch with mutual trust and accountability.
• Complete ongoing training and maintain registrations and licenses in good standing.

Skills

Strong communications

Relationship building

Client-centric

Adaptability

Critical thinking

Education

Series 7 and Series 66 licenses

State insurance licenses preferred

CFP® / CERTIFIED FINANCIAL PLANNER™ / CRPC™ designations

Job description

Edward Jones is seeking a driven financial advisor in Rockford, IL to build a personal client base and deliver long-term financial strategies. You will collaborate with branch teams and regional support to provide tailored investment solutions, while maintaining regulatory compliance and a service-first mindset.

You will rely on your client-focused approach, strong communication skills, and comprehensive training to grow your practice within Edward Jones’ structure of thousands of supporting