Job summary
Job post source
This job is directly from Edward Jones
Job overview
The Financial Advisor role at Edward Jones involves partnering with clients to help them achieve long-term financial goals by developing and growing their own practice with strong support from branch and home-office teams.
Responsibilities and impact
The Financial Advisor is responsible for building client relationships through various sourcing strategies, understanding client needs to create personalized financial strategies, overseeing branch processes to ensure quality and compliance, engaging the branch team to improve business effectiveness, and fostering a positive branch environment.
Compensation and benefits
The compensation includes a starting salary range of $45,000 to $100,000 for up to five years, commissions, profit sharing, incentive travel, and a comprehensive benefits package including medical, dental, vision, retirement plans, paid leave, and employee assistance programs.
Experience and skills
Candidates should have a bachelor's degree or equivalent experience, financial services or sales experience, or relevant professional/military career progression; licensing including SIE, Series 7, and Series 66 is required or can be obtained during paid training.
Career development
Edward Jones offers paid training, ongoing professional development, and a culture of continuous improvement to support career growth and success as a financial advisor.
Work environment and culture
The company values an inclusive environment with mutual trust, respect, feedback, and accountability, emphasizing community impact and work-life balance.
Company information
Edward Jones is a Fortune 500 financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada, known for its client-first approach and a century of history.
Team overview
Financial advisors work with a branch team, a home-office team, and regional advisors, supported by a large network to help build their practice independently yet collaboratively.
Job location and travel
The role is community-based with a firm-provided branch office and offers flexibility in work schedule and location.
Unique job features
The job features paid licensing training, a supplemental salary during the initial years, no earning ceiling, and opportunities for commissions, profit sharing, and incentive travel.
Company overview
Edward Jones is a financial services firm that provides investment advice, retirement planning, and wealth management to individual investors. The company makes money through fees and commissions on the financial products and services it offers, including mutual funds, stocks, bonds, and insurance. Founded in 1922 by Edward D. Jones Sr., the firm has a unique business model that emphasizes personalized service through a network of branch offices, each managed by a dedicated financial advisor. This client-centric approach has helped Edward Jones grow to serve millions of clients across North America.
How to land this job
Position your resume to highlight your ambition, self-motivation, and commitment to building long-term client relationships, as these are key traits Edward Jones values in financial advisors.
Emphasize any experience or interest in financial services, sales, or client relationship management, and showcase your willingness to learn and grow through Edward Jones' comprehensive paid training program.
Apply through multiple platforms including Edward Jones' official careers page and LinkedIn to maximize your chances, as the job posting may close early due to high volume of applicants.
Connect with current financial advisors or branch team members at Edward Jones on LinkedIn, using ice breakers like commenting on their community involvement or asking about their experience with the firm's training and support programs.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial advisor,' 'client relationships,' 'training program,' 'licensed,' 'investment strategies,' and 'branch support' to ensure it passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate applying through the best channels, tailor your resume for ATS, and identify relevant LinkedIn connections, freeing you to focus on networking and interview preparation.
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