Senior Financial Advisor - Grow Your Client Practice

Edward Jones; Kansas City (MO); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Profit sharing

Travel awards

Job summary

Edward Jones is hiring a Financial Advisor to develop and grow a personal client practice across the U.S. and Canada, supported by branch associates and a regional team. You’ll work to understand client needs, provide personalized strategies, and maintain compliance with regulatory requirements.

The role offers a long-history firm with a broad client base, ample earning potential, and a flexible compensation structure tied to performance. Training and licensing support are provided.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services working with clients.
• State insurance licenses preferred.
• CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ preferred.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Skills

Series 7 & 66

Financial services experience

Licenses preferred

CFP® / CERTIFIED FINANCIAL PLANNER™

Job description

Edward Jones is hiring a Financial Advisor to develop and grow a personal client practice across the U.S. and Canada, supported by branch associates and a regional team. You’ll work to understand client needs, provide personalized strategies, and maintain compliance with regulatory requirements.

The role offers a long-history firm with a broad client base, ample earning potential, and a flexible compensation structure tied to performance. Training and licensing support are provided.