✦ Luna Orbit — Sales & Business Development

Financial Advisor

at Jones Financial (Edward Jones)

📍 Lombard, IL Remote 💰 $45K – $100K USD / year Posted March 31, 2026
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Position Details

Salary $45K – $100K USD / year
Type Full-Time
Experience senior
Exp. Years Not specified
Education Bachelor's strongly preferred or equivalent work-related experience
Category Sales & Business Development

About this role

Edward Jones Financial Advisor role focused on building a practice, acquiring new clients, and providing comprehensive financial solutions with regulatory licensing and training support.

Key Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies
  • Deeply understand clients' needs to accelerate trust
  • Oversee branch processes and business planning
  • Engage branch team to improve branch effectiveness
  • Create a high-engagement environment in the branch

Technical Overview

Primarily a sales/relationship role within financial services; requires licensing (SIE, Series 7, Series 66) and insurance licenses; limited technical tooling.

Ideal Candidate

The ideal candidate is an experienced financial advisor with Series 7/66, SIE, FINRA and state licenses, capable of building client relationships and growing assets remotely across the US.

Must-Have Skills

Bachelor's degree strongly preferred or equivalent work-related experience within the securities/financial services industry

Required Skills

Bachelor's degreeSeries 7Series 66SIEFINRA registrationsState insurance licensesclient relationship buildingretirement planningnew asset growthremote work

Soft Skills

Relationship buildingCommunicationSelf-motivationStrategic thinkingOpportunity identification

Certifications

Required

SIESeries 7Series 66FINRA registrationsState insurance licenses

Industry & Role

Industry Finance & Insurance
Job Function Develop and manage a financial advisory practice with supported training and licensing
Role Subtype Financial Advisor

Keywords for Your Resume

financial advisoredward joneslombard ilsieseries 7series 66finra registrationsstate insurance licensestraining programcommissionnew assetshome-basedbranch officeclient relationshipsretirement planningbankingfinancial servicesremotefull-timeEdward JonesSeries 7Series 66SIEFINRA registrationsState insurance licenses

Deal Breakers

Must have Series 7 and Series 66, FINRA registrations within 3 months, State insurance licenses

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