About this role
Edward Jones Financial Advisor role offering training, salary with commissions, and a firm-provided branch office to grow a personal client practice while meeting regulatory requirements.
Key Responsibilities
- Build client relationships and acquire new clients; assess client needs and craft personalized strategies; oversee branch processes and ethical guidelines; collaborate with branch team to monitor business plan; create an engaging branch environment
Technical Overview
Regulatory licensing with SIE/Series 7/Series 66 and state licenses; ongoing training and certifications; compensation includes commissions and bonuses.
Ideal Candidate
The ideal candidate is a licensed or soon-to-be-licensed financial professional with a bachelor's degree, deep knowledge of securities licensing (SIE, Series 7, Series 66), FINRA registrations, and state insurance licenses, capable of building a client practice remotely.
Must-Have Skills
A bachelor's degree strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registrationlicensingor certificationProfessional and/or military career progressionLicensing: SIE (which can be obtained without Firm sponsorship)Series 7 and Series 66 will be required; if not currently registeredregistrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.
Nice-to-Have Skills
Bachelor's degree preferred or equivalent experienceSIESeries 7Series 66
Required Skills
Bachelor's degree; financial services experience; licensing and certifications (SIESeries 7Series 66); FINRA registrations; state insurance licenses; client relationship skills; sales experience; training program
Hard Skills
SIESeries 7Series 66FINRA registrationsState insurance licenses
Soft Skills
AmbitionSelf-motivationRelationship buildingCritical thinkingCommunicationLearning agility
Certifications
Required
SIE (Securities Industry Essentials)Series 7Series 66
Preferred
State insurance licenses
Keywords for Your Resume
financial advisoredward jonespalm coast flsieseries 7series 66finra registrationsstate insurance licensesbachelor's degreelicensinginvestment planningtraining programpaid trainingsalariescommissionsprofit sharingincentive travelhome-office teamregulatory requirementsEdward JonesSIE (Securities Industry Essentials)Series 7Series 66FINRA registrations
Deal Breakers
Lack of required FINRA registrations within the specified period, No SIE/Series 7/Series 66 licensing, Not authorized to work in the US
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