US Experienced Financial Advisor

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

Benefits offered by this job

Medical and prescription drug coverage

401(k) retirement plan

Flexible scheduling options

Employee Assistance Program

Potential bonuses and profit sharing

Job summary

A leading financial services firm is seeking a Financial Advisor to help clients achieve their long-term goals. This role focuses on building client relationships through face-to-face and virtual strategies. Successful candidates will have a strong commitment to client service, alongside ambition and self-motivation. This position provides a unique opportunity to build a practice with complete support from the firm, alongside an attractive compensation structure tied to performance, including bonuses and profit sharing.

Qualifications

• Experience in financial services with a successful track record.
• In-depth knowledge of investment products and services.
• Passion for learning and determination to succeed.

Responsibilities

• Build relationships with new clients through various sourcing strategies.
• Create personalized strategies to help clients achieve goals.
• Engage the branch team to enhance business effectiveness.

Skills

Strong communication skills

Self-motivation

Long-term relationship building

Critical thinking

Adaptability

Education

Series 7 and Series 66 certifications

State insurance licenses

Professional designations (CFP®, CRPC™)

Job description

Base pay range

$50,000.00/yr - $125,000.00/yr

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

We're Bullish About Your Future Here.

We offer something the competition simply can't: our unique branch‑team business model.

One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit centre.

As an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed.

Our world‑class products, services and support, along with the stability of a firm built on a long‑term investment philosophy, have helped our clients achieve their goals for nearly a century.

We empower you to deliver tailored solutions to meet your clients' unique and complex needs.

Build your practice your way – with 100 % support from us.

Job Overview

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 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, 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, complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Have a firm‑provided branch office in the community.
• Provide client support to lighten the load so you can focus on clients.
• Count on a support network that extends from your client support team office to your region to the home office – you work independently but will have a team of thousands backing you every step of the way.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (e.g., 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.
• 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
• Flexibility in schedule and eligibility for paid sick leave and paid time off where required.
• Potential bonuses, profit sharing, paid medical and parental leave (for eligible advisors), and participation in the firm's Travel Award Program.
• 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 – your compensation is tied to the effort you put in.
• A multi‑facet compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexibility to balance your personal and professional lives.

As every situation is unique, speaking with a recruiter is recommended. You can calculate a preliminary total compensation with this calculator.

Hiring Minimum: $50,000

Hiring Maximum: $125,000

Applications for this role are accepted on an ongoing basis.

Legal and Equal Opportunity Statement

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.

Skills / Requirements

Financial advisors succeed by demonstrating a unique combination of ambition, self‑motivation, and commitment to establishing long‑term client relationships.

We value a strong passion for learning, challenges, determination to succeed, and the ability to think critically.

What Characteristics Would Make You a Successful Financial Advisor?

• Strong communication skills and self‑starter.
• Love of learning and determination to succeed.
• Skilled in long‑term relationship building.
• Adaptable to new information and searching for the right solutions for clients.
• Comfortable with critical thinking.
• Passion 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™.

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades. Check out our Canadian awards and accolades.

About Us

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 proudly 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.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.