Talent.com
US Experienced Financial Advisor
US Experienced Financial AdvisorEdward Jones • Tampa, FL, United States
US Experienced Financial Advisor

US Experienced Financial Advisor

Edward Jones • Tampa, FL, United States
30+ 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 • Tampa, FL, United States

Related jobs
Financial Advisor - Finanical Professional

Financial Advisor - Finanical Professional

New York Life • Tampa, FL, United States
Full-time
Financial Advisor / Financial Professional - Advisors in Tampa, FL, US : Are you a finance enthusiast keen on making a tangible impact? We are on the lookout for a creative individual with robust an...Show more
Last updated: 21 days ago • Promoted
Financial Advisor

Financial Advisor

Northwestern Mutual • Tampa, FL, 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 more
Last updated: 25 days ago • Promoted
Financial Advisor

Financial Advisor

First Command Financial Services • Tampa, FL, United States
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show more
Last updated: 21 days ago • Promoted
Financial Consultant

Financial Consultant

Fisher Investments • Tampa, FL, US
Full-time
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr...Show more
Last updated: 30+ days ago • Promoted
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of America • Tampa, FL, 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 more
Last updated: 25 days ago • Promoted
Financial Advisor

Financial Advisor

NYL-Jian Guan • Tampa, FL, United States
Full-time
We are looking for a competitive, sales-driven, and highly-motivated field sales representative to join our team.You'll be responsible for developing and implementing your own initiatives and aggre...Show more
Last updated: 25 days ago • Promoted
Travel Occupational Therapist (OT) - $1,367 to $1,528 per week in Bradenton, FL

Travel Occupational Therapist (OT) - $1,367 to $1,528 per week in Bradenton, FL

AlliedTravelCareers • Tampa, Florida, US
Full-time
AlliedTravelCareers is working with Prime Time Healthcare to find a qualified Occupational Therapist (OT) in Bradenton, Florida, 34201!. Now Hiring : Allied Healthcare Occupational Therapist - Braden...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor Finanical Professional

Financial Advisor Finanical Professional

New York Life • Tampa, FL, United States
Full-time
Are you passionate about finance and eager to make a real impact? Join us as a Financial Advisor at New York Life, where you'll leverage your analytical prowess and exceptional listening skills to ...Show more
Last updated: 3 days ago • Promoted
Financial Aid Advisor

Financial Aid Advisor

University of South Florida • Tampa, FL, United States
Full-time
The Student Success division at the University of South Florida is comprised of 60 departments, providing students with academic support, engagement opportunities, health & wellness services and en...Show more
Last updated: 5 days ago • Promoted
Financial Advisor

Financial Advisor

Black Star Technology LLC • Tampa, FL, United States
Full-time
About the job Financial Advisor.We are a fast-growing Tampa NW financial advisory firm seeking a.Perfect for proactive, coachable advisors ready to grow in a supportive environment.Conduct client r...Show more
Last updated: 4 days ago • Promoted
Financial Advisor

Financial Advisor

Ascend Partner Firms • Tampa, FL, United States
Full-time
At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-lif...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor

Financial Advisor

TD Bank • Hillsborough, Florida, USA
Full-time
Hillsborough New Jersey United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining...Show more
Last updated: 20 days ago • Promoted
Financial Advisor

Financial Advisor

Staffing in Motion • Tampa, FL, United States
Full-time
This role is with a large Portfolio Management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a...Show more
Last updated: 25 days ago • Promoted
Financial Advisor

Financial Advisor

Professions Inc International • Tampa, FL, United States
Full-time
Our client is one of the top lending institutions in the USA.Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform.The average i...Show more
Last updated: 25 days ago • Promoted
Financial Advisor

Financial Advisor

Coastal Wealth • Tampa, FL, United States
Full-time
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Tampa, FL, as a Financial Advisor and help individuals, families, and business owners navigat...Show more
Last updated: 25 days ago • Promoted
Financial Advisor

Financial Advisor

BlackStar • Tampa, Florida, USA
Full-time
We are a fast-growing Tampa NW financial advisory firm seeking a.Perfect for proactive coachable advisors ready to grow in a supportive environment. Conduct client reviews portfolio updates and reti...Show more
Last updated: 16 days ago • Promoted
Travel Occupational Therapist (OT) - $1,367 to $1,528 per week in Bradenton, FL

Travel Occupational Therapist (OT) - $1,367 to $1,528 per week in Bradenton, FL

Prime Time Healthcare • Tampa, Florida, US
Full-time
Now Hiring : Allied Healthcare Occupational Therapist - Bradenton, FL.Contact us for Pay Information.Actual amount dependent upon market adjustments. Are you a passionate Allied Healthcare profession...Show more
Last updated: 14 days ago • Promoted
Financial Advisor

Financial Advisor

Ameriprise Financial • Tampa, FL, United States
Full-time +1
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...Show more
Last updated: 4 days ago • Promoted