Senior Financial Advisor: Grow Your Client-Focused Practice

Edward Jones; Bellevue (WA); On-site; USD 50,000 - 125,000; Full time

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks a Financial Advisor to build and grow a personal client practice with support from branch and regional teams. You’ll develop customized strategies, foster trusted client relationships, and operate within regulatory guidelines while delivering exceptional service.

Qualified candidates will hold Series 7 and 66, state licenses preferred, and demonstrate strong communication, self-motivation, and a commitment to long-term client

Qualifications

• Series 7 and Series 66 required.
• State insurance licenses preferred.
• CFP, CRPC or related designations encouraged.

Responsibilities

• Build relationships to grow a new client base through face-to-face and virtual sourcing.
• Understand client needs to develop personalized financial strategies.
• Oversee branch processes to ensure a high-quality client experience and compliance with policies.

Skills

Series 7

Series 66

Client relationship

Self-motivation

Financial acumen

Job description

Edward Jones, a Fortune 500 financial services firm, seeks a Financial Advisor to build and grow a personal client practice with support from branch and regional teams. You’ll develop customized strategies, foster trusted client relationships, and operate within regulatory guidelines while delivering exceptional service.

Qualified candidates will hold Series 7 and 66, state licenses preferred, and demonstrate strong communication, self-motivation, and a commitment to long-term client