Financial Advisor - Wellington, FL - Market 18, Region 317

Edward Jones•Wellington, FL

11d•$45,000 - $100,000•Onsite

About The Position

Edward Jones Financial Advisors develop and grow their own practices while helping clients pursue long-term financial goals, including retirement, building wealth, estate strategies, and funding education. Advisors lead a branch team and build relationships with clients and prospective clients, supported by branch staff, regional colleagues, and home-office teams. The firm provides paid training, licensing support, a firm-provided branch office, and a salary for the first five years as the practice is built. Compensation can include commissions, profit sharing, incentive travel, and compensation tied to new assets gathered. The role offers schedule flexibility and ongoing professional development.

Requirements

Candidates should have at least one of the following: a bachelor’s degree or equivalent work-related experience in 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 are required; registrations may be obtained at Edward Jones during the assigned paid study period if the candidate is not currently registered.
FINRA registrations are required within three months.
State insurance licenses are required.
Interest in financial services and markets; willingness to learn and meet challenges; 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, or equivalent work-related experience within the securities or financial services industry.
Financial services and/or sales experience.
Financial services registration, licensing, or certification.
Professional and/or military career progression.

Responsibilities

Build relationships and develop new clients through in-person and virtual sourcing, networking, introductions, referrals, social media, and speaking engagements.
Understand clients’ and prospective clients’ needs, priorities, and concerns; develop personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to deliver a streamlined, high-quality client experience consistent with firm policies, regulations, 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.
Grow the business by identifying new clients and deepening relationships with existing clients through investment-strategy reviews and implementation recommendations.
Complete ongoing firm and regulatory training, including continuing education required to keep licenses in good standing.

Benefits

Paid training and licensing support.
Salary support for the first five years while building a practice.
Firm-provided branch office and 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, basic life, and basic AD&D coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Paid sick leave and paid time off where required by applicable law.
Potential bonuses and profit sharing.
Paid medical and parental leave for eligible financial advisors.
Travel Award Program participation.
Employee Assistance Program.
Schedule flexibility.
Professional development and ongoing training.
Potential commissions and compensation for new assets gathered.