Financial Advisor - Dunwoody, GA - Market 35, Region 276

Edward Jones Careers • Dunwoody, GA

2d • Onsite

About The Position

A career as a financial advisor with Edward Jones involves partnering with clients to help them achieve long-term financial goals such as retirement planning, wealth building, estate strategies, and education funding. Financial advisors develop and grow their own practice, supported by a branch team, a home-office team, and other regional financial advisors. Edward Jones, a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada, prides itself on being privately-owned and client-focused. The firm has a 100-year history and offers an inclusive environment where diverse viewpoints are valued. Financial advisors lead their branch teams, deeply understand client goals, and contribute to the firm's purpose of making a positive impact on clients' lives and communities. The role provides comprehensive support including paid training, a salary for the first five years while building the practice, a firm-provided branch office, and extensive support networks. Financial advisors benefit from uncapped earning potential tied to their effort, a compensation package including commissions, profit sharing, and incentive travel, and the flexibility to balance personal and professional lives. The company fosters a culture of continuous improvement and professional development.

Requirements

• Demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.
• Grow the business through identifying and creating new clients through initial discovery of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations.
• 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.
• 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.
• 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.

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

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation (provided at no cost)
• Basic life coverage (provided at no cost)
• Basic AD&D coverage (provided at no cost)
• 401k retirement plan
• Health savings account
• Flexible spending account
• Flexibility in schedule
• Paid sick leave (where required by applicable law)
• Paid time off (where required by applicable law)
• Bonuses
• Profit sharing
• Paid medical and parental leave (for eligible Financial Advisors)
• Participation in the firm's Travel Award Program
• Employee Assistance Program
• Paid training
• Salary for the first five years as you begin to build your practice
• 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
• Compensation tied to effort put in
• Incentive travel
• Flexibility to balance personal and professional lives
• Culture of continuous improvement and professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees