Financial Advisor - Fairfield, OH - Market 11, Region 163

Edward Jones•Fairfield, OH

26d•$45,000 - $100,000

About The Position

Edward Jones Financial Advisors develop and grow their own financial advisory practices while partnering with clients to help them achieve long-term goals such as retirement, building wealth, estate strategies, and funding education. Advisors lead a branch team, understand clients’ priorities, and develop personalized financial strategies. They work independently while receiving support from branch colleagues, regional advisors, and the home office. The role includes paid training, support with registration and licensing, a firm-provided branch office, and a salary during the first five years as the practice is built. Compensation includes trainee pay, supplemental salary, commissions, compensation for new assets gathered, and potential profit sharing and incentive travel; salary decreases as asset compensation and commissions increase. Advisors have flexibility in their schedules and opportunities for continued professional development.

Requirements

Demonstrated ambition, self-motivation, and commitment to establishing long-term client relationships.
Interest in financial services and markets.
Willingness to learn and take on challenges, with determination to succeed.
Long-term relationship-building skills.
Ability to think critically.
Passion for new opportunities.
At least one of the following: financial services and/or sales experience; financial services registration, licensing, or certification; professional and/or military career progression; or a bachelor’s degree or equivalent work-related experience in the securities or financial services industry.
SIE, Series 7, and Series 66 registrations are required; candidates not currently registered may obtain registrations at Edward Jones during the paid study period.
FINRA registrations are required within three months.
State insurance licenses are required.
Complete ongoing firm and regulatory training, including required continuing education, to keep licenses in good standing.

Nice To Haves

A bachelor’s degree is strongly preferred, or equivalent work-related experience within the securities or financial services industry.
Existing financial services registrations, licensing, or certification.

Responsibilities

Build relationships and develop new clients through in-person 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 to build trust and develop 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, regulatory requirements, and ethical guidelines.
Engage the branch team in creating, monitoring, and adjusting the branch business plan to improve effectiveness and achieve business results.
Create an engaging branch environment based on mutual trust, respect, feedback, and accountability.
Develop business by identifying prospective clients, discovering their financial goals, and deepening existing client relationships through investment strategy reviews and implementation recommendations.

Benefits

Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Disability income continuation
Basic life insurance
Basic accidental death and dismemberment coverage
401(k) retirement plan
Health savings account
Flexible spending account
Paid sick leave where required by law
Paid time off where required by law
Potential bonuses
Potential profit sharing
Paid medical and parental leave for eligible financial advisors
Travel Award Program participation
Employee Assistance Program
Paid training
Supplemental salary for up to five years
Firm-provided branch office
Flexible schedule
Professional development