Position Details

Salary $45K – $100K USD / year

Type Full-Time

Experience mid

Exp. Years 0 years

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

Category Finance & Accounting

About this role

Financial Advisor role to build and manage client portfolios within Edward Jones, supported by a comprehensive training program; remote work option available with licensing requirements.

Key Responsibilities

Build relationships to create new clients
Deeply understand clients' needs
Deliver personalized investment and financial solutions
Oversee branch processes and compliance
Engage branch team to implement business plan

Technical Overview

Finance and investments oriented; uses Edward Jones tools and standard office software; no software stack specified.

Ideal Candidate

The ideal candidate is a licensed financial advisor with SIE/Series 7/66 and state insurance licenses, capable of building client relationships and growing a practice through Edward Jones training; can work remotely across the US.

Must-Have Skills

SIESeries 7Series 66FINRA registrationsState insurance licensesBachelor's degree or equivalent experience

Nice-to-Have Skills

CFPCFAFinancial planning software

Tools & Platforms

Edward Jones internal toolingMS OfficeCRM systems

Required Skills

An interest in financial services/markets and how they worklong-term relationship buildingcritical thinkingself-motivationopportunity seekingclient communication

Hard Skills

SIESeries 7Series 66FINRA registrationsState insurance licensesinvestment knowledgeclient communication

Soft Skills

sales mindsetrelationship buildingself-motivationproblem solvingtime management

Certifications

Required

SIESeries 7Series 66

Industry & Role

Industry Banking

Job Function Develop and grow a personal financial advisory practice within Edward Jones, serving clients with investment and financial planning solutions

Role Subtype Financial advisor

Keywords for Your Resume

financial advisoredward jonesshelby ohremoteseries 7series 66siefinrastate insurance licensesbachelor's degreetraining programinvestment solutionsclient relationshipscompliancebranch officeremote workhome officesponsorship not specifiedFinancial AdvisorEdward JonesSeries 7Series 66SIEFINRAState insurance licensesBachelor's degree

Deal Breakers

Must have active SIE, Series 7 and Series 66 within three months, FINRA registrations required, State insurance licenses required

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