Talent.com
US Experienced Financial Advisor

US Experienced Financial Advisor

Edward JonesPhiladelphia, PA, United States
1 day 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 • Philadelphia, PA, United States

Related jobs
  • Promoted
Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

United Placement GroupKing of Prussia, PA, United States
Full-time
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!.Now Hiring : High-Performing Financial Advisors Who Don’t Prospect. Are you exhausted from prospecting, cold calling, d...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern MutualJamison, PA, United States
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor - Centralized, Conshohocken, PA

Financial Advisor - Centralized, Conshohocken, PA

Santander Holdings USA IncConshohocken, PA, US
Full-time
Financial Advisor - Centralized, Conshohocken, PA.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are o...Show moreLast updated: 4 days ago
  • Promoted
Senior Financial Advisor

Senior Financial Advisor

Vista Wealth SolutionsHorsham, PA, United States
Full-time
Senior Financial Advisor at Vista Wealth Solutions Financial Advisor Opportunity You understand the deep satisfaction that comes from empowering individuals to identify their goals, protect what ma...Show moreLast updated: 1 day ago
  • Promoted
Associate Financial Advisor

Associate Financial Advisor

Wescott Financial Advisory GroupHarleysville, PA, United States
Full-time
Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an.Wescott advisors utilize their substantial planning experience and strong relationship management skills...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

Vista Wealth SolutionsHorsham, PA, United States
Full-time
At Vista Wealth Solutions, we're excited to welcome a few passionate individuals to join our team!.Did you know that half of our advisors are making fantastic strides, earning over $200,000?.Here, ...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

Horace MannRiverton, NJ, US
Full-time
BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years.With financial adviso...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

HBKS Wealth AdvisorsConshohocken, PA, United States
Full-time
HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor - PNC Wealth Management

Financial Advisor - PNC Wealth Management

PNCPrinceton, NJ, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 1 day ago
  • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemPhiladelphia, PA, United States
Full-time
Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support.We are seeking a highly motivated, licensed, and client-focused.This is a uni...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern Mutual Life Insurance CompanyMt Laurel, NJ, United States
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 1 day ago
Associate Financial Advisor

Associate Financial Advisor

Wescott Financial Advisory Group LLCHarleysville, PA, US
Full-time
Quick Apply
Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an.Wescott advisors utilize their substantial planning experience and strong relationship management skills...Show moreLast updated: 19 days ago
  • Promoted
Financial Advisor

Financial Advisor

Kestra FinancialCranbury, NJ, United States
Full-time
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in th...Show moreLast updated: 1 day ago
  • Promoted
Private Client Financial Advisor - Philadelphia, PA

Private Client Financial Advisor - Philadelphia, PA

CitizensPhiladelphia, PA, United States
Full-time
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to unders...Show moreLast updated: 1 day ago
  • Promoted
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaWayne, PA, United States
Full-time
Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

Fulton BankCherry Hill, NJ, United States
Full-time
Our values define us and our culture inspires us to change lives for the better.Our employees are the heart and soul of our company, and every success we experience begins with them.Together we are...Show moreLast updated: 1 day ago
  • Promoted
Associate Financial Advisor

Associate Financial Advisor

Edward JonesLafayette Hill, PA, United States
Full-time
Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 1 day ago
  • Promoted
Financial Professionals-We set the meeting -You focus on Closing,150-300K+

Financial Professionals-We set the meeting -You focus on Closing,150-300K+

United Placement GroupTrenton, NJ, United States
Full-time
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!.Now Hiring : High-Performing Financial Advisors Who Don’t Prospect. Are you exhausted from prospecting, cold calling, d...Show moreLast updated: 1 day ago