US Experienced Financial Advisor

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

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401(k) retirement plan

Paid time off

Job summary

Edward Jones is seeking a financial advisor to develop and grow a personal client practice with strong support from branch teams and regional advisors. You’ll benefit from a long history and a broad client network in the U.S.

and Canada, and you’ll work to deliver tailored financial strategies aligned with clients’ goals. The role emphasizes relationship-building, ongoing training, and a flexible, community-based approach to financial planning.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients, in-depth knowledge of investment products and services with a track record of success.
• State insurance licenses preferred
• CFP®, CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ preferred

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients’ needs to create personalized, comprehensive financial plans.
• Oversee branch processes to ensure high-quality client experience and adherence to policies.
• Engage the branch team to implement the branch business plan and achieve results.
• Create a collaborative environment with trust, respect, and accountability.
• Complete required training to maintain registrations and licenses in good standing.
• Support clients with a firm-provided branch office presence in the community.

Skills

Relationship building

Communication

Self-starter

Client service

Education

Series 7

Series 66

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home‑office team and other regional financial advisors. You’ll benefit from the experience that comes from over 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results.

Edward Jones is built to help you positively impact clients’ lives, helping them achieve their long‑term financial goals as you make a difference in your community.

Key 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.
• A firm‑provided branch office in the community.
• Client support to help lighten the load so you can focus on your clients.
• A support network that extends from your client support team office to your region to the home office – You’ll work independently but will have a team of thousands backing you every step of the way.

Benefits

Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401(k) retirement plan, and tax‑advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm’s Travel Award Program. All associates are eligible for the firm’s Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.

Earn Salary, Commissions, New Asset Compensation

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
• A multi‑faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel.
• The flexibility that you need to balance your personal and professional lives – the best of both worlds.

Hiring Minimum $50,000

Hiring Maximum $125,000

Applications for this role are accepted on an ongoing basis.

What characteristics would make you a successful financial advisor?

• Strong communications skills and self‑starter
• Love of learning and challenges, including determination to succeed
• Skilled in long‑term relationship building
• Adaptable to new information seeking the right solutions for clients
• Comfortable in your ability to think criticallyPassion for new opportunities

Candidate Qualifications

• Series 7 and Series 66 required
• Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
• State insurance licenses preferred
• Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.