Financial Advisor - Dublin, OH - Market 11, Region 230
About The Position
Edward Jones Financial Advisors develop and grow their own practices while helping clients achieve long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors lead their branch teams, understand clients’ goals and priorities, and provide personalized financial strategies. The role includes paid training and licensing support, a firm-provided branch office, branch and home-office support, and a salary during the first five years while the advisor builds a practice. Compensation also includes commissions and may include profit sharing, incentives, and travel awards. Advisors work independently while supported by colleagues across the firm, and have flexibility to balance personal and professional responsibilities. The position involves establishing new client relationships, developing existing client relationships, overseeing branch processes, and leading the branch team in delivering a high-quality client experience. Advisors are expected to build and manage their business, participate in ongoing training, and maintain required registrations and licenses.
Requirements
- Demonstrated ambition, self-motivation, and commitment to building long-term client relationships.
- Interest in financial services and markets.
- Willingness to learn and take on challenges, with determination to succeed.
- Ability to build long-term relationships.
- Critical-thinking ability.
- Interest in pursuing new opportunities.
- 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.
- Completion of ongoing training offered by the firm and regulatory authorities, including FINRA and SEC training, and required continuing education.
Nice To Haves
- A bachelor’s degree is strongly preferred, or equivalent work-related experience within the securities or financial services industry.
Responsibilities
- Build relationships and develop new clients using 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, and develop personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to provide a 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.
- Build the business by identifying new clients, discovering their financial goals, and deepening relationships with existing clients through investment strategy reviews and implementation recommendations.
- Complete ongoing firm and regulatory training and required continuing education to keep licenses in good standing.
Benefits
- 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 insurance
- Basic AD&D coverage
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Paid sick leave where required by applicable law
- Paid time off
- Potential bonuses
- Profit sharing
- Paid medical and parental leave for eligible Financial Advisors
- Travel Award Program
- Employee Assistance Program
- Paid training
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
