Financial Advisor - Urbana, OH - Market 11, Region 380

Edward Jones•Urbana, OH

5d•$45,000 - $100,000•Onsite

About The Position

Edward Jones is hiring a Financial Advisor to build and grow a client-focused financial advisory practice in Urbana, Ohio. The advisor partners with clients to understand their long-term financial goals—including retirement, wealth building, estate strategies, and education funding—and develops personalized strategies to help them reach those goals. The role leads a branch team and oversees branch processes while working with support from the branch, regional, and home-office teams. The firm provides paid training and support to obtain required registrations and licenses, a firm-provided branch office, branch-office assistance, and salary support during the first five years while the advisor builds a practice. Compensation includes trainee pay, supplemental salary, commissions, compensation for new assets gathered, and opportunities for profit sharing, bonuses, and incentive travel. Salary decreases as asset compensation and commissions increase over the first five years. The supplemental starting salary range is $45,000–$100,000. Successful candidates are ambitious, self-motivated, interested in financial services and markets, skilled at building long-term relationships, comfortable thinking critically, and motivated by learning and new opportunities. Candidates should meet at least one of the listed qualification categories: a bachelor's degree or equivalent relevant experience, financial services and/or sales experience, financial services registration/licensing/certification, or professional and/or military career progression. A bachelor's degree is strongly preferred. Required registrations include SIE, Series 7, and Series 66; state insurance licenses are also required. FINRA registrations are required within three months. Ongoing firm and regulatory training and continuing education are required to maintain licenses.

Requirements

Demonstrated ambition, self-motivation, and commitment to establishing long-term client relationships.
At least one of the following: a bachelor's degree or equivalent work-related experience in 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 registrations; candidates not currently registered may obtain registrations at Edward Jones during the assigned paid study period.
FINRA registrations must be obtained within three months.
State insurance licenses are required.
Complete ongoing training offered by the firm and regulatory authorities, including required continuing education to keep licenses in good standing.
Interest in financial services and markets, willingness to learn and take on challenges, long-term relationship-building skills, critical-thinking ability, and enthusiasm for new opportunities.

Nice To Haves

A bachelor's degree is strongly preferred.

Responsibilities

Build relationships and acquire new clients through face-to-face and virtual sourcing, including residential and business outreach, networking, introductions and referrals, social media, and speaking engagements.
Understand clients’ and prospective clients’ needs, priorities, and concerns; build trust and develop personalized, comprehensive strategies to help achieve their goals.
Review investment strategies and implementation recommendations with existing clients and deepen those relationships.
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 business results.
Create an engaging branch environment based on mutual trust, respect, feedback, and accountability.
Lead the branch team in serving clients and contribute to the firm’s purpose.

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 accidental death and dismemberment coverage
401(k) retirement plan
Health savings account
Flexible spending account
Paid sick leave and paid time off, where required by applicable law
Potential bonuses
Profit sharing
Paid medical and parental leave for eligible financial advisors
Travel Award Program participation
Employee Assistance Program
Paid training
Salary support during the first five years of building the practice
Firm-provided branch office and branch-office support
Schedule flexibility
Professional development and ongoing training