Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Bachelor's degree strongly preferred or equivalent work-related experience

Category Finance & Accounting

About this role

The role supports clients with comprehensive financial solutions and builds a personal advisory practice within Edward Jones. It includes rigorous training, licensing, and opportunities for commissions and growth.

Key Responsibilities

Build client relationships via face-to-face and virtual sourcing
Understand client needs to create personalized strategies
Oversee branch processes to ensure a quality client experience
Engage branch team to develop the branch business plan
Create a trusting and accountable branch environment

Technical Overview

Regulatory licensing and FINRA-compliant financial planning knowledge; client relationship management; long-term financial goal planning; investment strategy development.

Ideal Candidate

The ideal candidate is a mid-level financial advisor with 3+ years of experience in financial services, holding FINRA licenses (SIE, Series 7, Series 66) or the ability to obtain them quickly, and a proven track record in client relationship-building and financial planning.

Must-Have Skills

Bachelor's degree strongly preferred or equivalent work-related experienceFinancial services experience or sales experienceFinancial services registrationlicensingor certificationSIESeries 7Series 66 required; if not currently registeredregistrations may be obtained during paid study period

Required Skills

Bachelor's degree strongly preferred or equivalent work-related experiencefinancial services experience or sales experiencefinancial services registration/licensing/certificationSIESeries 7Series 66FINRA registrations

Hard Skills

SIESecurities Industry EssentialsSeries 7Series 66FINRA registrationsBachelor's degreeInvestment strategiesRetirement planningEducation fundingCommissionsProfit sharingTravel Award Program

Soft Skills

Relationship managementCommunicationSelf-motivationAmbitionAdaptabilityEthical standardsTeamwork

Certifications

Required

SIE (Securities Industry Essentials) ExaminationSeries 7Series 66

Preferred

Lean/Sigma Master Black Belt

Industry & Role

Industry Finance & Banking

Job Function Build and manage a client-focused financial advisory practice in a remote-capable Edward Jones environment.

Role Subtype Sales & Business Development

Keywords for Your Resume

Financial AdvisorEdward JonesSIESecurities Industry EssentialsSeries 7Series 66FINRA registrationsBachelor's degreefinancial servicesinvestment strategiesretirement planningeducation fundingtraining programpaid trainingbranch officeclient relationshipsfinancial advisor

Deal Breakers

Must have FINRA registrations (SIE, Series 7, Series 66) or ability to obtain within required period, Experience in financial services or sales is required, Willingness to participate in a training program and compensation plan

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