Senior Financial Advisor: Grow Your Client Practice

Edward Jones; Grand Rapids (MI); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical & Prescription Coverage

Dental & Vision Benefits

401k Retirement Plan

Job summary

Edward Jones is recruiting financial advisors in the United States. You will build client relationships, craft personalized financial strategies, and coordinate with a robust branch network to deliver excellent client experiences.

Key qualifications include Series 7 and Series 66, with preferred state insurance licenses and CFP/CRPC designations. A performance‑driven culture offers uncapped earning potential and comprehensive benefits.

Qualifications

• Experience with financial advising and client relations is expected.
• Licensing requirements include Series 7 and Series 66; insurance licenses are preferred.
• Professional designations such as CFP or CRPC are a plus.

Responsibilities

• Build relationships to acquire new clients through face-to-face and virtual sourcing.
• Understand client needs to create personalized strategies to reach financial goals.
• Oversee branch processes and ensure compliant, high-quality client experiences.
• Collaborate with branch team to execute business plans and drive results.
• Participate in ongoing training and maintain necessary registrations and licenses.

Skills

Strong communication

Self-starter

Relationship building

Lifelong learner

Critical thinking

Education

Series 7 and Series 66

State insurance licenses preferred

CFP/CERTIFIED FINANCIAL PLANNER and/or CRPC designation

Job description

Edward Jones is recruiting financial advisors in the United States. You will build client relationships, craft personalized financial strategies, and coordinate with a robust branch network to deliver excellent client experiences.

Key qualifications include Series 7 and Series 66, with preferred state insurance licenses and CFP/CRPC designations. A performance‑driven culture offers uncapped earning potential and comprehensive benefits.