Senior Financial Advisor: Flexible Schedule + Full Support

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

Benefits offered by this job

401k retirement plan

Health savings account

Flexible spending account

Employee Assistance Program

Job summary

Edward Jones, a Fortune 500 financial services firm, invites you to join a thriving network of advisors in the United States and Canada. You will build and grow your own client practice with the backing of a large support network and branch team, focusing on long-term relationships and personalized financial strategies.

As a financial advisor, you’ll benefit from a deep history spanning over 100 years, a flexible compensation structure, and opportunities for professional growth.

Qualifications

• Series 7 and Series 66 licenses required.
• CFP, CRPC or CERTIFIED FINANCIAL PLANNER designation preferred.
• Experience in financial services with clients preferred.
• State insurance licenses preferred.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing.
• Understand clients' needs to accelerate trust and develop personalized strategies.
• Oversee branch processes to ensure high-quality client experiences and compliance.
• Engage the branch team to implement and adjust the branch business plan.
• Create an engaging environment built on mutual trust, respect, and accountability.
• Complete ongoing training and maintain registrations and licenses in good standing.

Skills

Excellent communication

Self-starter

Relationship building

Adaptability

Critical thinking

Education

Series 7 license

Series 66 license

CFP designation (preferred)

CRPC designation (preferred)

CERTIFIED FINANCIAL PLANNER™ (preferred)

Job description

Edward Jones, a Fortune 500 financial services firm, invites you to join a thriving network of advisors in the United States and Canada. You will build and grow your own client practice with the backing of a large support network and branch team, focusing on long-term relationships and personalized financial strategies.

As a financial advisor, you’ll benefit from a deep history spanning over 100 years, a flexible compensation structure, and opportunities for professional growth.