✦ Luna Orbit — Finance & Accounting

Financial Advisor

at Jones Financial (Edward Jones)

📍 North Andover, MA Remote 💰 $45K – $100K USD / year Posted April 02, 2026
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Position Details

Salary $45K – $100K USD / year
Type Full-Time
Experience entry
Exp. Years 0
Education Bachelor's degree strongly preferred or equivalent work-related experience within the securities/financial services industry
Category Finance & Accounting

About this role

Edward Jones financial advisor opportunity in North Andover with remote work option; build a personal practice with branch, regional and home office support; heavy focus on client needs and financial planning.

Key Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies
  • Deeply understand clients' needs, priorities, and concerns to accelerate trust and create personalized strategies to help them achieve their goals
  • Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience
  • Engage the branch team to create, monitor, and adjust the branch business plan
  • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability

Technical Overview

Role emphasizes licensing, training, and client-focused financial planning; tech stack primarily CRM and sales tools may include Salesforce.

Ideal Candidate

The ideal candidate is an entry-level financial advisor ready to complete licensing and build a practice with Edward Jones through its comprehensive training program.

Must-Have Skills

Bachelor's degree strongly preferred or equivalent work-related experienceFinancial services experienceLicensing or certification in financial servicesSecurities industry experience

Nice-to-Have Skills

Advanced degreePrevious training program experienceSales experience in financial services

Required Skills

Bachelor's degree strongly preferred or equivalent work-related experience; Financial services experience; Financial services licensing or certification; SIE; Series 7; Series 66; client relationship management; communication; sales; regulatory compliance

Hard Skills

SIESeries 7Series 66FINRA registrationsLicensingFinancial services experienceClient discovery & needs analysisSecurities industry knowledge

Soft Skills

CommunicationRelationship-buildingStrategic thinkingSelf-motivationTeam collaboration

Certifications

Required

SIESeries 7Series 66

Industry & Role

Industry Banking
Job Function Develop and grow a personal Edward Jones client practice through comprehensive training, licensing, and client-centered financial planning

Keywords for Your Resume

financial advisoredward jonesnorth andoverremotesieseries 7series 66finralicensingtraining programclient relationshipsschedulingcomplianceeducationsales

Deal Breakers

Must obtain FINRA registrations within 3 months, SIE, Series 7, Series 66 required, Bachelor's degree strongly preferred or equivalent experience

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