Senior Financial Advisor — Build Your Client Practice

Edward Jones; City of Syracuse (NY); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

401k retirement plan

Medical and prescription benefits

Paid time off

Job summary

Edward Jones is expanding its financial advisory team. As a financial advisor, you will develop and grow your own practice with support from a home-office and regional advisors, serving a large client base across the U.S. and Canada.

Expect a dynamic environment focused on long-term client relationships and community impact. The role emphasizes relationship building, regulatory training, and a high-trust team culture, with opportunities for bonuses and career growth within Edward Jones'

Qualifications

• Series 7 and Series 66 are required or preferred.
• Experience in financial services working with clients and knowledge of investment products is desired.
• State insurance licenses are preferred.
• Professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™ or Chartered Retirement Planning Counselor™ are a plus.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs, priorities, and concerns to accelerate trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience.
• Engage the branch team to create, monitor, and adjust the branch business plan.

Skills

Series 7 and 66

Financial services experience

Client relationship building

Strong communication skills

Job description

Edward Jones is expanding its financial advisory team. As a financial advisor, you will develop and grow your own practice with support from a home-office and regional advisors, serving a large client base across the U.S. and Canada.

Expect a dynamic environment focused on long-term client relationships and community impact. The role emphasizes relationship building, regulatory training, and a high-trust team culture, with opportunities for bonuses and career growth within Edward Jones'