Financial Advisor - Metairie, LA - Market 33, Region 64

Edward Jones

17h•$45,000 - $100,000

About The Position

Edward Jones Financial Advisors develop and grow their own practices while partnering with clients to help them pursue long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors lead a branch team, understand clients’ goals and priorities, and create personalized financial strategies. The role is supported by a firm-provided branch office, branch and home-office teams, regional advisors, paid training, and a salary during the first five years as the practice develops. Compensation also includes opportunities for commissions, profit sharing, incentive travel, and compensation for new assets gathered. The position offers schedule flexibility and ongoing professional development. Financial Advisors build new client relationships through in-person and virtual outreach, serve existing clients through ongoing reviews and investment recommendations, and oversee branch processes and team performance. They are expected to take ownership of practice growth, provide a high-quality client experience consistent with firm policies and regulatory and ethical requirements, and contribute positively to their local community.

Requirements

Demonstrate ambition, self-motivation, and commitment to building long-term client relationships.
Have at least one of the following: a bachelor’s degree or equivalent work-related experience in the securities or financial services industry; financial services and/or sales experience; financial services registration, licensing, or certification; or professional and/or military career progression.
Obtain the SIE, Series 7, and Series 66 registrations; registrations may be obtained at Edward Jones during the assigned paid study period if not already held.
Obtain required FINRA registrations within three months.
Obtain required state insurance licenses.
Complete ongoing firm and regulatory training, including required continuing education, to keep licenses in good standing.
Show an interest in financial services and markets, willingness to learn and take on challenges, determination to succeed, relationship-building ability, critical-thinking skills, and enthusiasm for new opportunities.

Nice To Haves

A bachelor’s degree is strongly preferred, or equivalent work-related experience within the securities or financial services industry.
Financial services and/or sales experience.
Financial services registration, licensing, or certification.
Professional and/or military career progression.

Responsibilities

Build relationships and acquire new clients through face-to-face and virtual sourcing, including residential and business outreach, networking, introductions and referrals, social media, and speaking engagements.
Understand clients’ and prospective clients’ needs, priorities, and concerns; build trust and develop personalized, comprehensive strategies to help them reach their goals.
Review investment strategies and make implementation recommendations to deepen relationships with existing clients.
Oversee branch processes, roles, and responsibilities to provide a streamlined, high-quality client experience consistent with firm policies, procedures, regulatory requirements, and ethical guidelines.
Engage the branch team in creating, monitoring, and adjusting the branch business plan to improve effectiveness and achieve desired results.
Create an engaging branch environment based on mutual trust, respect, feedback, and accountability.
Take ownership of the growth and success of the financial advisory practice and meet professional and personal objectives.

Benefits

Paid training and an assigned paid study period for required registrations.
Supplemental salary for up to five years as the practice is built.
Firm-provided branch office and branch-office support.
Medical and prescription drug coverage.
Dental insurance.
Vision insurance.
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage.
Disability income continuation coverage.
Basic life and basic AD&D coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Schedule flexibility.
Paid sick leave and paid time off where required by applicable law.
Potential bonuses and profit sharing.
Paid medical and parental leave for eligible financial advisors.
Participation in the firm’s Travel Award Program may be available.
Employee Assistance Program.
Professional development and ongoing training.
Commissions and compensation for new assets gathered during the first five years.