✦ Luna Orbit — Finance & Accounting

Untitled Position

at Company

Remote Posted March 30, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years Not specified
Education Bachelor's degree strongly preferred or equivalent
Category Finance & Accounting

About this role

Edward Jones Financial Advisor role offering comprehensive training and licensing to develop a personal client practice, including compensation through salary, commissions, and potential bonuses.

Key Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies
  • Deeply understand clients' needs and tailor personalized strategies
  • Oversee branch processes and ensure compliance with policies
  • Engage the branch to monitor business plans and results
  • Create an engaging, trusted client environment

Technical Overview

Role emphasizes financial planning, client relationship management, and regulatory licensing; uses standard financial services tools and CRM workflows; not a software development role.

Ideal Candidate

The ideal candidate is a licensed financial advisor or a strong sales candidate seeking to build a practicing client base with Edward Jones, supported by extensive training and licensing in a flexible, community-focused environment.

Must-Have Skills

Bachelor's degree strongly preferred or equivalent experienceFinancial services and/or sales experienceFinancial services registrationlicensingor certificationProfessional and/or military career progression

Required Skills

Bachelor's degree strongly preferred or equivalent; Financial services and/or sales experience; Financial services registrationlicensingor certification; Professional and/or military career progression; SIESeries 7Series 66; FINRA registrations; State insurance licenses

Hard Skills

SIESeries 7Series 66FINRA registrationsLicensing

Soft Skills

Relationship buildingCommunicationSelf-motivationCritical thinking

Certifications

Required

SIE (Securities Industry Essentials) examSeries 7Series 66

Industry & Role

Industry Banking
Job Function Develop and grow a personal client practice, delivering tailored financial solutions within Edward Jones.
Role Subtype Financial Advisor

Keywords for Your Resume

Edward JonesFinancial AdvisorSIESeries 7Series 66FINRAlicensingcompensationtraininginvestment solutionsclient goalssalesfinancial servicesregulatory compliancehome-officebranch officeSIE examFINRA registrationsstate insurance licensesinvestment strategies

Deal Breakers

Unable to obtain SIE/Series 7/Series 66 within required timeframe, Lack of bachelor's degree or equivalent experience

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