Financial Advisor - Lakewood, OH - Market 11, Region 073

Edward Jones Careers•Lakewood, OH

2d•Hybrid

About The Position

Edward Jones is seeking individuals to become financial advisors, partnering with clients to 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 with support from a branch team, a home-office team, and other regional financial advisors. The firm has a long history, serving over eight million clients across the U.S. and Canada. Edward Jones values an inclusive environment and believes that diverse viewpoints contribute to success. Financial advisors lead their branch teams, understand client goals deeply to build trust and keep clients on track, and aim to make a positive impact in their communities. The firm provides paid training, a salary for the first five years while building a practice, a firm-provided branch office, branch office support, and a robust support network from the branch to the home office. There is no ceiling to earning potential, with compensation tied to effort, and a package including commissions, profit sharing, and incentive travel. The role offers flexibility to balance personal and professional lives and a culture of 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.
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

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.
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
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