US EG Financial Advisor Region 302 jobs in United States
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Edward Jones · 2 months ago

US EG Financial Advisor Region 302

Edward Jones is a Fortune 500 company focused on improving the lives of clients and communities. They are seeking candidates for an anticipated financial advisor position, where individuals will partner with clients to help them achieve their long-term financial goals and develop their own practice with support from the firm.

AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management

Responsibilities

Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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

Qualification

Financial services experienceFinancial services registrationBachelor's degreeSales experiencePassion for learningLong-term relationship buildingCritical thinking

Required

A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period
FINRA registrations required within three months
State insurance licenses will be required
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing

Benefits

Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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.
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
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

Company

Edward Jones

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Edward Jones provides personalized investment advisory, brokerage, and management services.

Funding

Current Stage
Late Stage
Total Funding
$445.94M
2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M

Leadership Team

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Dave Scheffer
Director of Operations
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Dr. Laura Lurati
Director of Data Science
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Company data provided by crunchbase