Financial Advisor - Croswell, MI - Market 16, Region 215

Edward Jones•Croswell, MI

2d•Onsite

About The Position

Edward Jones Financial Advisors build and grow their own practices while helping clients achieve long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors lead a branch team and draw on support from the branch, regional advisors, and home office. They develop personalized financial strategies, build and deepen client relationships, and contribute to the firm’s purpose of improving clients’ lives and communities. The firm provides paid training, support to obtain required registrations and licenses, a firm-provided branch office, branch support, and a support network. Compensation includes trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years. The supplemental starting salary range is $45,000–$100,000; salary decreases as asset-based compensation and commissions increase. Advisors’ earning potential and growth are tied to their performance and effort. The role offers schedule flexibility and opportunities for professional development.

Requirements

Demonstrated ambition, self-motivation, and commitment to establishing long-term client relationships.
At least one of the following: a bachelor’s degree (strongly preferred) 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. FINRA registrations must be completed within three months; registrations may be obtained at Edward Jones during the assigned paid study period if the candidate is not currently registered.
State insurance licenses are required.
Complete ongoing training provided by the firm and regulatory authorities, as well as required continuing-education training to maintain licenses in good standing.
Interest in financial services and markets, willingness to learn and take on challenges, determination to succeed, long-term relationship-building skills, critical-thinking ability, and enthusiasm for new opportunities.

Nice To Haves

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

Responsibilities

Build relationships and create new clients through face-to-face and virtual sourcing strategies, including residential and business outreach, networking, introductions and referrals, social media, and speaking engagements.
Understand clients’ and prospective clients’ needs, priorities, and concerns, and develop personalized, comprehensive strategies to help them achieve their goals.
Deepen relationships with existing clients by reviewing investment strategies and implementation recommendations.
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 branch effectiveness and achieve business results.
Create an engaging branch environment based on mutual trust, respect, feedback, and accountability.
Take ownership of the growth and success of the financial advisory practice and work toward professional and personal objectives.

Benefits

Paid training and licensing support.
Salary during the first five years while building a practice, subject to the compensation program terms.
Firm-provided branch office and branch-office support.
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 and basic accidental death and dismemberment coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Schedule flexibility.
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, and participation in the Travel Award Program.
Employee Assistance Program.
Opportunities for commissions, profit sharing, incentive travel, and professional development.