Financial Advisor - Carmel, IN - Market 10, Region 15
About The Position
Edward Jones is seeking individuals for a career as a financial advisor, a role that involves partnering with clients to help them achieve their long-term financial goals such as retirement, wealth building, estate strategies, and education funding. As a financial advisor, you will develop and grow your own practice, supported by a 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. The role offers unlimited earning potential, flexibility, and a culture of continuous improvement and professional development. Edward Jones emphasizes an inclusive environment where diverse viewpoints contribute to success, and financial advisors lead branch teams to serve clients and positively impact their communities.
Requirements
- Candidates should have at least one of the four qualifications bullets listed below:
- 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
- Licensing: 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.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Nice To Haves
- 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
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 (where required by applicable law)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
