Financial Advisor - Tampa, FL - Market 18, Region 318

Edward Jones Careers•Tampa, FL

2d•Hybrid

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, supported by your branch team, a home-office team, and other regional financial advisors. The firm offers extensive support, including paid training, a salary for the first five years while building your practice, a firm-provided branch office in the community, branch office support, and a robust support network. Edward Jones values an inclusive environment and aims to positively impact clients' lives and communities. The firm is a Fortune 500 company with a client-first focus, privately owned, and dedicated to partnering for positive impact.

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.