Financial Advisor - Ann Arbor, MI - Market 16, Region 335

Edward Jones•Ann Arbor, MI

27d•$45,000 - $100,000•Onsite

About The Position

Edward Jones is hiring a Financial Advisor to develop and grow an independent financial-advisory practice, supported by a branch team, regional advisors, and home-office resources. Advisors partner with clients to understand their long-term financial goals and provide personalized investment and financial strategies. The role includes leading the branch team, building new client relationships, and contributing to the firm’s purpose of improving clients’ lives and supporting the community. The firm provides paid training to prepare advisors for registration and licensing, a salary during the first five years while the practice develops, a firm-provided branch office, and branch and home-office support. Compensation may include commissions, profit sharing, incentive travel, and compensation tied to new assets gathered. Advisors have schedule flexibility and access to ongoing professional development. Successful candidates are ambitious, self-motivated, interested in financial services, comfortable thinking critically, skilled at building long-term relationships, and motivated by learning and new opportunities. Candidates need at least one of the listed qualification categories. A bachelor’s degree is strongly preferred, or equivalent work-related experience in the securities or financial-services industry. Required registrations and licenses include SIE, Series 7, Series 66, and state insurance licenses; registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations are required within three months, and ongoing firm, regulatory, and continuing-education training is required.

Requirements

Demonstrated ambition, self-motivation, and commitment to establishing long-term client relationships.
Interest in financial services and markets and how they work.
Love of learning and challenges, with determination to succeed.
Skilled in long-term relationship building.
Comfortable thinking critically.
Passion for new opportunities.
At least one of the following: a bachelor’s degree (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; or professional and/or military career progression.
SIE, Series 7, and Series 66 are required; candidates not currently registered may obtain registrations at Edward Jones during the assigned paid study period.
FINRA registrations are required within three months.
State insurance licenses are required.
Must complete ongoing training offered by the firm and regulatory authorities, as well as 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/financial-services industry.

Responsibilities

Build relationships and acquire new clients through 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 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, procedures, regulatory requirements, and ethical guidelines.
Engage the branch team in creating, monitoring, and adjusting the branch business plan to improve effectiveness and achieve desired business results.
Create an engaging branch environment grounded in mutual trust, respect, feedback, and accountability.
Identify prospective clients by discovering their financial goals and deepen relationships with existing clients by reviewing investment strategies and implementation recommendations.

Benefits

Paid training and paid study period for obtaining registrations and licenses.
Salary for the first five years while building a practice, subject to a decrease as asset compensation and commissions increase.
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 coverage.
Basic life insurance and basic AD&D coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Flexible schedule.
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.
Participation in the firm’s Travel Award Program may be available.
Employee Assistance Program for all associates.
Potential commissions and compensation for new assets gathered during the first five years.
Professional development and ongoing training.