Senior Financial Advisor — Build Your Own Practice

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

Job summary

Edward Jones is seeking a Financial Advisor in Illinois to build client relationships and provide personalized financial strategies. You will work with a broad support network, maintain registrations, and grow a client base through face-to-face or virtual sourcing while adhering to firm policies.

Qualified candidates have Series 7/66 and may hold insurance licenses; CFP/CRPC designations are a plus. This role offers a trajectory with earning potential tied to performance and client outcomes.

Qualifications

• Series 7 and Series 66 licenses are required.
• State insurance licenses are preferred.
• CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC® or Chartered Retirement Planning Counselor™ designations encouraged.
• Experience in financial services with clients and products is preferred.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing.
• Understand clients' needs to create personalized, comprehensive strategies.
• Oversee branch processes to ensure a high-quality client experience.
• Engage the branch team to monitor and adjust the branch business plan.
• Create a highly engaging environment built on trust, respect and accountability.
• Complete ongoing training to maintain registrations and licenses.

Skills

Strong communications

Self-starter

Love of learning

Relationship building

Adaptable

Critical thinking

Openness to opportunities

Education

Series 7 and Series 66

State insurance licenses preferred

CFP or CERTIFIED FINANCIAL PLANNER designation

CRPC or Chartered Retirement Planning Counselor

Job description

Edward Jones is seeking a Financial Advisor in Illinois to build client relationships and provide personalized financial strategies. You will work with a broad support network, maintain registrations, and grow a client base through face-to-face or virtual sourcing while adhering to firm policies.

Qualified candidates have Series 7/66 and may hold insurance licenses; CFP/CRPC designations are a plus. This role offers a trajectory with earning potential tied to performance and client outcomes.