Edward Jones · 1 day ago
Experienced Financial Advisor
Portland, Oregon Metropolitan Area
Full-time
Onsite
Mid, Senior LevelEdward Jones is a firm built on a long-term investment philosophy that has helped clients achieve their goals for nearly a century. As a financial advisor, you will develop and grow your own practice, supported by branch associates and a home-office team, while positively impacting clients' lives and helping them achieve their long-term financial goals.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Hiring Manager
Jennifer Costarella
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
Qualification
Required
Experience as a financial advisor
Ability to build relationships to create new clients via face-to-face and virtual sourcing strategies
Deep understanding of clients' and prospective clients' needs, priorities, and concerns
Ability to oversee branch processes, roles, and responsibilities
Engagement with the branch team to create, monitor, and adjust the branch business plan
Creation of a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability
Completion of ongoing training offered by the firm and regulatory authorities
Maintenance of registrations and licenses in good standing
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
Founded in 1922
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
Company data provided by crunchbase