Financial Advisor - Petoskey, MI - Market 16, Region 241
About The Position
Edward Jones financial advisors partner with clients to help them achieve long-term financial goals, including retirement, building wealth, estate strategies, and funding education. Advisors develop and grow their own practice while receiving support from a branch team, home-office team, and regional financial advisors. The role includes paid training to become registered and licensed, a firm-provided branch office, branch-office support, and a salary during the first five years as the practice is built. Compensation also includes opportunities for commissions, profit sharing, and incentive travel, with earnings and growth tied to performance. Financial advisors lead the branch team, build trusted relationships with clients, develop personalized financial strategies, and contribute to the firm's purpose and local community.
Requirements
- Candidates should have at least one of the following: a bachelor's degree or equivalent work-related experience within 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.
- SIE, Series 7, and Series 66 registrations are required; registrations may be obtained at Edward Jones during the assigned paid study period if not already held.
- FINRA registrations are required within three months.
- State insurance licenses are required.
- Complete ongoing training offered by the firm and regulatory authorities, as well as required continuing education, to keep licenses in good standing.
- Interest in financial services and markets, willingness to learn, determination to succeed, long-term relationship-building skills, critical-thinking ability, and enthusiasm for new opportunities.
Nice To Haves
- A bachelor's degree is strongly preferred.
Responsibilities
- Build relationships and create new clients through face-to-face and virtual sourcing strategies, including residential and business outreach, networking, introductions and referrals, social media, and speaking engagements.
- Understand clients' and prospective clients' needs, priorities, and concerns to build trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to provide a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team in creating, monitoring, and adjusting the branch business plan to improve branch effectiveness and achieve desired business results.
- Create an engaging branch environment characterized by mutual trust, respect, feedback, and accountability.
- Grow the business by identifying and creating new client relationships and deepening relationships with existing clients through reviews of investment strategies and implementation recommendations.
Benefits
- Paid training
- Salary during the first five years while building a practice
- Firm-provided branch office
- 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
- Flexible spending account
- Paid sick leave and paid time off where required by applicable law
- Potential bonuses
- Profit sharing
- Paid medical and parental leave for eligible financial advisors
- Travel Award Program participation
- Employee Assistance Program
- Flexible scheduling
- Professional development and ongoing training
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
