Senior Financial Advisor: Grow Your Client-Centered Practice

Edward Jones; Winston-Salem (NC); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid time off

Bonuses

Profit sharing

Travel opportunities

Job summary

Edward Jones in the United States is seeking a motivated Financial Advisor who will develop and grow a personal practice, supported by branch staff and a regional network.

You will build lasting client relationships, tailor investment strategies, and ensure a high-quality client experience in a collaborative, client-focused culture. Training and licensing support help you advance while serving clients’ long-term goals.

Qualifications

• Series 7 and Series 66 are required.
• Experience in financial services with clients and knowledge of investment products.
• State insurance licenses preferred.
• CFP, 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' needs and priorities to tailor comprehensive investment strategies.
• Oversee branch processes to ensure a high-quality client experience aligned with policies and regulations.
• Engage the branch team to execute the branch business plan and improve effectiveness.
• Foster a highly engaging environment built on mutual trust, respect, feedback and accountability.
• Complete ongoing training to maintain registrations and licenses in good standing.
• Operate with a firm-provided branch office in the community.
• Provide client support to lighten workload and focus on client service.
• Leverage a network spanning client service, regional teams and home office for backing.

Skills

Communication skills

Self-starter

Relationship building

Analytical thinking

Adaptability

Critical thinking

Client service orientation

Education

Series 7

Series 66

Certified Financial Planner (CFP)

CRPC

Job description

Edward Jones in the United States is seeking a motivated Financial Advisor who will develop and grow a personal practice, supported by branch staff and a regional network.

You will build lasting client relationships, tailor investment strategies, and ensure a high-quality client experience in a collaborative, client-focused culture. Training and licensing support help you advance while serving clients’ long-term goals.