Position Details

Type Full-Time

Experience mid

Exp. Years Not specified

Education Bachelor's degree strongly preferred or equivalent work experience

Category Finance & Accounting

About this role

Financial Advisor at Edward Jones partners with clients to achieve long-term financial goals, builds a personal practice with support from the branch network, and earns salaries and commissions as assets grow.

Key Responsibilities

Build relationships to create new clients via face-to-face and virtual sourcing
Deeply understand clients' needs to craft personalized strategies
Oversee branch processes and regulatory compliance
Engage the branch team to develop the business plan
Create an engaging branch culture with mutual trust and accountability

Technical Overview

Training includes licensing (SIE, Series 7, Series 66) and ongoing regulatory compliance; utilizes MoneyGuide, Salesforce, and Microsoft Office to manage client data and plans.

Ideal Candidate

The ideal Financial Advisor is an entrepreneurial, growth-minded professional with licenses (SIE, Series 7, Series 66) and a proven ability to build relationships, grow assets, and deliver personalized financial strategies in a remote, client-focused environment.

Must-Have Skills

Financial advisory licensingClient relationship buildingTraining progression

Required Skills

Interest in financial marketsrelationship buildingcritical thinkingself-motivationwillingness to learn investment strategieslicensing knowledgeclient needs assessment

Hard Skills

SIE (Securities Industry Essentials)Series 7Series 66MoneyGuideSalesforceMicrosoft Office

Soft Skills

Analytical ThinkingCritical thinkingCommunicationRelationship buildingSelf-motivation

Certifications

Required

SIE (Securities Industry Essentials)Series 7Series 66FINRA registrationsState insurance licenses

Industry & Role

Industry Finance & Insurance

Job Function Build and manage a personal financial advisory practice with Edward Jones

Role Subtype Financial Advisor

Keywords for Your Resume

financial advisorEdward JonesMoneyGuideSalesforceMicrosoft OfficeSIESeries 7Series 66FINRAState insurance licenseslicensingtraining programassetsclientsbranchhome officeremotecommissionbonusesFinancial Advisor

Deal Breakers

Lack of required FINRA licenses (SIE/Series 7/Series 66), Unwillingness to pursue licensing/training, Inability to build or manage client relationships

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