Senior Financial Advisor: Build Your Client Practice

Edward Jones; Almont (CO); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription

Dental and vision

401k retirement plan

Paid time off

Bonuses and profit sharing

Job summary

Edward Jones in the United States is seeking a financial advisor to develop and grow your own client practice, supported by branch associates, a home-office team, and regional advisors. With a history spanning over a century, you will serve a diverse client base across the U.S., applying a personalized, goal-based financial planning approach.

You will build relationships, understand clients' needs, and create comprehensive strategies while completing required licenses.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services working with clients and investment products.
• State insurance licenses preferred.
• CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC desirable.

Responsibilities

• Build relationships to create new clients via face‑to‑face and virtual sourcing strategies.
• Deeply understand clients' and prospective clients' needs to create personalized strategies.
• Oversee branch processes to ensure a high quality client experience.
• Engage the branch team to monitor and adjust the branch business plan.

Skills

Strong communications

Self-starter

Love of learning

Relationship building

Adaptable

Critical thinking

Opportunity mindset

Education

Series 7

Series 66

Experience in financial services

State licenses preferred

CFP / CRPC desirable

Job description

Edward Jones in the United States is seeking a financial advisor to develop and grow your own client practice, supported by branch associates, a home-office team, and regional advisors. With a history spanning over a century, you will serve a diverse client base across the U.S., applying a personalized, goal-based financial planning approach.

You will build relationships, understand clients' needs, and create comprehensive strategies while completing required licenses.