Financial Advisor - Cary, NC - Market 27, Region 284

Edward Jones Careers•Cary, NC

4d•Hybrid

About The Position

Edward Jones is seeking individuals who are at a professional crossroads and considering 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. As a financial advisor with Edward Jones, you will develop and grow your own practice, supported by your branch team, a home-office team, and other regional financial advisors. The firm offers extensive support, 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. Edward Jones values an inclusive environment and aims to make a positive impact on clients' lives and communities. The firm is a Fortune 500 company with a client-first approach, emphasizing that people are at the center of their partnership.

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.
Candidates should have at least one of the four qualifications bullets listed below:
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.
Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations.
Financial advisors earning potential is reflective of their performance.
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

Nice To Haves

Can you see yourself… Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business’s growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?

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
A firm-provided branch office in the community
Branch office support
A support network that extends from your branch office to your region to the home office
No ceiling to your earning potential and growth
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives
A 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
flexibility in their schedule
paid sick leave and paid time off
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