Talent.com
US Experienced Financial Advisor
US Experienced Financial AdvisorEdward Jones • Bend, OR, United States
US Experienced Financial Advisor

US Experienced Financial Advisor

Edward Jones • Bend, OR, United States
24 days ago
Job type
  • Full-time
Job description

We're bullish about your future here.

Your experience is valuable to us - and we know you have options. But 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 center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building 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 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.

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 .

Read More About Job Overview

Skills / Requirements

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™

Read More About Skills / Requirements

Awards & Accolades

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 ()

Read More About Awards & 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 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.

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.

Create a job alert for this search

Financial Advisor • Bend, OR, United States

Related jobs
Sales Manager - SMB Outbound Sales (Remote - West Region)

Sales Manager - SMB Outbound Sales (Remote - West Region)

Yelp • Bend, OR, United States
Remote
Full-time
Sales Manager - SMB Outbound Sales (Remote - West Region).US-CO-Boulder | US-Remote-Remote | US-AZ-Tucson | US-ID-Boise | US-NV-Reno | US-OR-Bend | US-CA-San Diego | US-WA-Seattle | US-OR-Portland ...Show more
Last updated: 23 days ago • Promoted
Cardiology-Noninvasive Physician - $625,000 - $800,000 / yearly

Cardiology-Noninvasive Physician - $625,000 - $800,000 / yearly

DocCafe • Bend, OR, United States
Full-time
DocCafe has an immediate opening for the following position : Physician - Cardiology-Noninvasive in Bend, Oregon.Make $625,000 - $800,000 / yearly. DocCafe is the premier physician and advanced practic...Show more
Last updated: 2 days ago • Promoted
Non Invasive Cardiologist

Non Invasive Cardiologist

AMN Healthcare • Bend, US
Full-time
Job Description & Requirements.StartDate : ASAP Available Shifts : 4 Day Option Pay Rate : $550000.We are excited to share a unique opportunity with a highly respected, physician-led multispecialty gr...Show more
Last updated: 30+ days ago • Promoted
Side Income Opportunity - Work Your Own Hours

Side Income Opportunity - Work Your Own Hours

Finance Buzz • Terrebonne, Oregon, US
Part-time +1
We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...Show more
Last updated: 30+ days ago • Promoted
Marine Interdiction Agent

Marine Interdiction Agent

U.S. Customs and Border Protection • Bend, Oregon, United States
Full-time
Marine Interdiction AgentAir and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP) offers those with Merchant Mariner Credentials the exceptional opportunity of a career...Show more
Last updated: 13 days ago • Promoted
Family Intervention Specialist

Family Intervention Specialist

Youth Villages • Bend, OR, US
Full-time
Ask about our $6,000 Relocation Assistance!.Youth Villages is a nonprofit organization striving to help troubled youth and families live successfully. We are a team of 5,000 individuals who've come ...Show more
Last updated: 30+ days ago • Promoted
Outside Sales Representative (New Equipment / Field Service)

Outside Sales Representative (New Equipment / Field Service)

Rite-Hite Company • Bend, OR, United States
Full-time
Sales, Marketing & Product Management.Sales Professionals work within protected territories to represent our various lines of products and services. Our customer base includes anyone with a warehous...Show more
Last updated: 13 days ago • Promoted
Med Tech / Care Partner

Med Tech / Care Partner

Brookdale Senior Living • Redmond, OR, United States
Full-time
Recognized by Newsweek in 2024 and 2025 as one of America's Greatest Workplaces for Diversity.Grow your career with Brookdale! Our Med Tech's / QMAP's have the option to explore exciting opportunit...Show more
Last updated: 4 days ago • Promoted
Licensed Hair Stylist - Bend Costco

Licensed Hair Stylist - Bend Costco

Great Clips • BEND, Oregon, United States
Full-time +1
Join a locally owned Great Clips® salon, the world's largest salon brand, and be one of the GREATS! Whether you're new to the industry or have years behind the chair…great opportunities await!!.ARE...Show more
Last updated: 30+ days ago • Promoted
Financial Manager - AI Trainer ($150 per hour)

Financial Manager - AI Trainer ($150 per hour)

Mercor • Bend, Oregon, US
Remote
Full-time
UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
Last updated: 20 hours ago • Promoted • New!
Outside Sales Representative (Canvasser)

Outside Sales Representative (Canvasser)

TDS Telecom • Bend, US
Full-time
At TDS Telecom, connecting people is at the heart of everything we do.We are forward thinkers who leverage cutting-edge fiber internet technology to strengthen communities.We are dedicated to excel...Show more
Last updated: 14 days ago • Promoted
Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

Data Annotation • Bend, Oregon
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Last updated: 22 days ago • Promoted
SBA Loan Specialist

SBA Loan Specialist

Washington Trust Bank • Bend, OR, United States
Full-time
As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about th...Show more
Last updated: 8 days ago • Promoted
Physical Therapist Sign on Bonus $5,000

Physical Therapist Sign on Bonus $5,000

ProActive Physical Therapy Specialists • Bend, OR, United States
Full-time
I have the freedom to treat patients the way I prefer to treat them.Our company does everything to promote continuing education and anything we can do to better our patients.We also do that while h...Show more
Last updated: 3 days ago • Promoted
Travel Physical Therapist in Jeffers Gardens, OR - $11076 / month

Travel Physical Therapist in Jeffers Gardens, OR - $11076 / month

VETTED • Bend, OR, United States
Temporary
Job Opportunity : Physical Therapist\n\nPosition Details\nSpecialty : Physical Therapist\nLocation : Seaside, Oregon\nFacility : Insync\nEmployment Type : Temporary\nContract Length : 13 weeks\n\nJob Des...Show more
Last updated: 2 days ago • Promoted
Senior Teller (Redmond)

Senior Teller (Redmond)

Oregon Community Credit Union • Redmond, OR, United States
Full-time
OCCU, a member-owned credit union based in Eugene, Oregon, is driven by its vision to Enrich Lives.This vision guides every action, aligning the team toward a greater sense of purpose.With each int...Show more
Last updated: 15 days ago • Promoted
Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

OCPA • Three Rivers, Oregon, us
Remote
Part-time +1
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show more
Last updated: 30+ days ago • Promoted
Work from Home / Online Opportunity - Part-time with Flexible Scheduling & No Experience Necessary!

Work from Home / Online Opportunity - Part-time with Flexible Scheduling & No Experience Necessary!

HomeJobFinder • Redmond, OR
Remote
Part-time
Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show more
Last updated: 9 days ago • Promoted