Financial Advisor - Worcester, MA - Market 13, Region 329

Edward Jones•Worcester, MA

4d•Onsite

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, you will develop and grow your own practice, with comprehensive support from your branch team, a home-office team, and other regional financial advisors. Edward Jones offers a robust support system, including paid training for registration and licensing, a salary for the first five years while building your practice, a firm-provided branch office in the community, and branch office support. You will also have access to a vast support network extending from your branch to the region and home office. The role offers unlimited earning potential, with compensation tied directly to effort, and includes commissions, profit sharing, and incentive travel opportunities. The position also provides the flexibility needed to balance personal and professional lives, alongside a culture that emphasizes continuous improvement and professional development.

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

As your new asset compensation and commissions increase over the first five years, salary will decrease

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, and your compensation is tied to the effort you put in
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
dental
vision
voluntary benefits (such as accident, hospital indemnity, and critical illness)
disability income continuation
basic life
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