Senior Financial Advisor: Build Your Client Practice

Edward Jones; Portland (OR); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

401k retirement plan

Health insurance

Paid time off

Travel incentive program

Job summary

Edward Jones is seeking a Financial Advisor to develop and grow a personal client practice with support from a broad branch and home-office network. You’ll focus on long-term financial goals, integrity, and strong client service.

Requirements include Series 7 and 66 licenses, financial services experience, and preferred CFP/CRPC designations. The role offers a competitive compensation package and ongoing training within a flexible, client-centered environment.

Qualifications

• Strong communications skills and ability to build client relationships.
• Licensing requirements include Series 7 and Series 66; CFP or CRPC is a plus.
• Experience in financial services with client interaction is preferred.

Responsibilities

• Build relationships to create new clients through in-person and virtual sourcing.
• Understand clients' needs to craft personalized investment strategies.
• Oversee branch processes to ensure a high-quality client experience.
• Collaborate with the branch team to execute the business plan.
• Create an engaging, trusting environment within the branch.
• Complete ongoing training to maintain registrations and licenses.
• Support a firm-provided branch office in the community.
• Provide client support to lighten workload and enable focus on clients.
• Work with a large regional and home-office network for backing.

Skills

Strong communications

Relationship building

Learning mindset

Adaptability

Critical thinking

Opportunity mindset

Education

Series 7 & Series 66 licenses

Job description

Edward Jones is seeking a Financial Advisor to develop and grow a personal client practice with support from a broad branch and home-office network. You’ll focus on long-term financial goals, integrity, and strong client service.

Requirements include Series 7 and 66 licenses, financial services experience, and preferred CFP/CRPC designations. The role offers a competitive compensation package and ongoing training within a flexible, client-centered environment.