Financial Advisor - Westerville, OH - Market 11, Region 348

Edward Jones Careers • Westerville, OH

6d • Onsite

About The Position

Edward Jones is seeking individuals who are at a professional crossroads and considering a career as a financial advisor. In this role, you will partner with clients to help them achieve their long-term financial goals, such as retirement planning, wealth building, estate strategies, and education funding. As a financial advisor with Edward Jones, you will develop and grow your own practice, with comprehensive support from your branch team, a home-office team, and other regional financial advisors. The firm boasts a rich history of over 100 years and has more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Edward Jones values its financial advisors as partners and attributes much of its success to their diverse experiences and professional backgrounds. The company fosters an inclusive environment where different viewpoints contribute to achieving results. Financial advisors are responsible for leading their branch teams to serve clients and advance the firm's purpose by deeply understanding client goals and their importance, thereby accelerating trust and helping clients stay on track. Edward Jones aims to empower advisors to make a positive impact on clients' lives and their communities.

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

• 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
• paid sick leave
• paid time off
• bonuses
• profit sharing
• paid medical and parental leave
• participation in the firm's Travel Award Program
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree