Senior Financial Advisor: Personal Wealth & Retirement

American Accounting Association; Norman (OK); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Edward Jones in Norman, Oklahoma seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses. You will build client relationships and recommend tailored portfolios while upholding regulatory standards and Edward Jones’s client-first culture.

You will develop new business through prospecting and referrals, collaborate with a supportive branch team, and maintain detailed client records using

Qualifications

• Experience providing financial planning and investment advice to individual and small business clients.
• Ability to assess client goals, risk tolerance, and time horizon to design tailored portfolios.
• Strong knowledge of FINRA/SEC regulations and compliance.
• Proficient with CRM software and data-driven analysis.

Responsibilities

• Provide comprehensive financial planning and investment advice to individual and small business clients
• Assess client goals, risk tolerance, and time horizon to design tailored portfolios and strategies
• Monitor and rebalance client portfolios, adjusting as markets change
• Develop new business through prospecting, referrals, and community networking
• Maintain client records and use CRM to manage pipelines
• Ensure compliance with FINRA/SEC and firm policies
• Collaborate with branch team to deliver high-quality client service
• Prepare data-driven financial proposals and reviews
• Support retirement, education, tax-aware, and estate planning strategies
• Pursue ongoing professional development and maintain licenses

Skills

Financial planning

Investment portfolio management

Retirement planning

Wealth management

Risk assessment

Regulatory compliance (FINRA/SEC)

CRM software

Sales and business development

Data-driven financial analysis

Client presentation skills

Tools

CRM software

Job description

Edward Jones in Norman, Oklahoma seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses. You will build client relationships and recommend tailored portfolios while upholding regulatory standards and Edward Jones’s client-first culture.

You will develop new business through prospecting and referrals, collaborate with a supportive branch team, and maintain detailed client records using