Financial Advisor - Waukesha, WI - Market 32, Region 272

Edward Jones • Waukesha, WI

61d • Hybrid

About The Position

Edward Jones is seeking individuals who may be at a professional crossroads to consider a career as a financial advisor. In this role, you will partner with clients to help them achieve their long-term financial goals, such as retirement planning, wealth building, estate strategies, and education funding. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. Edward Jones offers a comprehensive support system, including paid training, a salary for the first five years while building your practice, a firm-provided branch office in the community, branch office support, and a robust support network. The role offers uncapped earning potential, a compensation package with commissions and profit sharing, and the flexibility to balance personal and professional lives. The firm emphasizes continuous improvement and professional development. Edward Jones is a Fortune 500 company focused on its clients, with a purpose to partner for positive impact and improve the lives of clients and colleagues, while bettering communities and society. They foster an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Requirements

• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression
• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months.
• State insurance licenses will be required.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Nice To Haves

• An interest in financial services/markets and how they work
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Comfortable in your ability to think critically
• Passion for new opportunities

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Benefits

• Paid training
• Salary for the first five years as you begin to build your practice
• Firm-provided branch office in the community
• Branch office support
• Support network from branch office to region to home office
• No ceiling to your earning potential and growth
• Compensation package that includes opportunities for commissions, profit sharing and incentive travel
• Flexibility that you need to balance your personal and professional lives
• Culture of continuous improvement and professional development
• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation
• Basic life coverage
• Basic AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• Paid sick leave and paid time off (where required by applicable law)
• Eligibility for bonuses
• Profit sharing
• Paid medical and parental leave (for Financial Advisors that satisfy eligibility requirements)
• Participation in the firm's Travel Award Program
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree