Financial Advisor - Hilliard, OH - Market 11, Region 230
About The Position
Edward Jones Financial Advisors build and grow their own practices while partnering with clients to help them reach long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors lead a branch team, understand clients’ goals and priorities, and provide personalized, comprehensive financial strategies. The role involves developing new client relationships, deepening existing relationships, and managing the branch’s business and client experience. Edward Jones provides paid training to help advisors become registered and licensed, a firm-provided branch office, branch and home-office support, and a salary during the first five years while the practice is being established. Compensation may include commissions, profit sharing, incentive travel, and compensation for new assets gathered. The role offers schedule flexibility and ongoing professional development. Salary decreases as asset compensation and commissions increase during the first five years. The position requires SIE, Series 7, and Series 66 registrations, as well as state insurance licenses. Advisors who are not currently registered may obtain registrations during an assigned paid study period. FINRA registrations are required within three months, and ongoing firm, regulatory, and continuing-education training is required to maintain licenses.
Requirements
- Demonstrated ambition, self-motivation, and commitment to building long-term client relationships.
- Interest in financial services, financial markets, and how they work.
- Willingness to learn and take on challenges, with determination to succeed.
- Skill in building long-term relationships.
- Ability to think critically.
- Passion for new opportunities.
- 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; the SIE may be obtained without firm sponsorship, and registrations may be obtained at Edward Jones during the assigned paid study period if not currently registered.
- FINRA registrations are required within three months.
- State insurance licenses are required.
- Completion of ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as 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.
- Financial services and/or sales experience.
- Financial services registration, licensing, or certification.
- Professional and/or military career progression.
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.
- 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 to create, monitor, and adjust 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.
- Identify prospective clients by discovering their financial goals and deepen relationships with existing clients by reviewing investment strategies and implementation recommendations.
- Complete ongoing firm and regulatory training, including required continuing education, to maintain licenses in good standing.
Benefits
- Paid training
- Salary for the first five years as the practice is built
- Firm-provided branch office
- 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 insurance
- Basic accidental death and dismemberment coverage
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Schedule flexibility
- Paid sick leave where required by applicable law
- Paid time off
- Potential bonuses
- Profit sharing
- Paid medical and parental leave for eligible financial advisors
- Travel Award Program participation
- Employee Assistance Program
- Professional development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
