Financial Advisor - Broadview Heights, OH - Market 11, Region 073

Edward Jones•Broadview Heights, OH

5d•$45,000 - $100,000•Onsite

About The Position

Edward Jones Financial Advisors build and grow their own practices while partnering with clients to help achieve long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors lead a branch team, understand clients’ goals and priorities, and develop personalized financial and investment strategies. They work independently with support from branch colleagues, regional advisors, and the home office. The firm provides paid training, licensing support, a branch office, branch support, and a salary during the first five years as the practice develops. Compensation includes trainee pay, supplemental salary, commissions, compensation for new assets gathered, and potential profit sharing and incentive travel. The supplemental starting salary range is $45,000–$100,000.

Requirements

Demonstrate ambition, self-motivation, and commitment to developing long-term client relationships.
Have an interest in financial services and markets, a willingness to learn and meet challenges, relationship-building skills, critical-thinking ability, and enthusiasm for new opportunities.
Meet at least one of the following: a bachelor’s degree or equivalent work-related experience in the securities or 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 are required; registrations may be obtained at Edward Jones during the assigned paid study period if not already held.
Obtain required FINRA registrations within three months and obtain state insurance licenses.
Complete ongoing firm and regulatory training, including required continuing education, to keep licenses in good standing.

Nice To Haves

A bachelor’s degree is strongly preferred, or equivalent work-related experience within the securities or financial services industry.

Responsibilities

Build relationships and source new clients through in-person and virtual strategies, 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 create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to provide a high-quality, streamlined client experience consistent with firm policies, regulatory requirements, and ethical guidelines.
Engage the branch team in creating, monitoring, and adjusting the branch business plan to improve branch effectiveness and achieve business results.
Create an engaging branch environment grounded in mutual trust, respect, feedback, and accountability.
Grow the business by identifying new clients, discovering their financial goals, and deepening existing client relationships through investment strategy reviews and implementation recommendations.

Benefits

Paid training and licensing support
Salary support for up to the first five years while building a practice
Firm-provided branch office and branch office support
Commissions, profit sharing, and potential incentive travel
Flexible schedule
Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Disability income continuation
Basic life and basic AD&D coverage at no cost to financial advisors
401(k) retirement plan
Health savings account
Flexible spending account
Paid sick leave and paid time off where required by applicable law
Potential bonuses
Paid medical and parental leave for eligible financial advisors
Employee Assistance Program
Travel Award Program participation for eligible financial advisors
Professional development and ongoing training