US Experienced Financial Advisor

Edward Jones; Toledo (OH); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid sick leave and paid time off

Bonuses; profit sharing; incentive pay

Job summary

Edward Jones in the United States is seeking a financial advisor to develop your own practice, supported by branch associates, a home-office team and other regional advisors. You’ll build long-term client relationships and diverse financial strategies to help clients reach goals.

With over a century of history, Edward Jones offers extensive training, a collaborative network, and substantial earning potential through salary, commissions, and asset-based pay while promoting work-life balance.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients and knowledge of investment products.
• State insurance licenses preferred.
• CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor designations 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.
• 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.

Skills

Strong communications

Self-starter

Relationship building

Adaptable

Critical thinking

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.

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.

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 401k 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

As every situation is unique, speaking with a recruiter is recommended. You can may 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.

Financial advisors succeed by demonstrating a unique combination of ambition, self‑motivation and commitment to establishing long‑term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They’re confident and possess the ability to think critically, with sound judgment.

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 critically
• 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 or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor

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

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.