Financial Advisor - Boardman, OH - Market 11, Region 306

Edward Jones•Boardman, OH

5d•$45,000 - $100,000

About The Position

Edward Jones Financial Advisors partner with clients to help them achieve long-term financial goals, including retirement, building wealth, estate strategies, and funding education. Advisors develop and grow their own practices with support from a branch team, regional financial advisors, and the home office. They lead the branch team, understand clients’ goals and priorities, provide personalized financial strategies, and contribute to the firm’s purpose and local communities. The firm provides paid training to help advisors become registered and licensed, a salary during the first five years as they build their practice, a firm-provided branch office, branch-office support, and a broader support network. Compensation can include commissions, profit sharing, incentive travel, and compensation tied to new assets gathered. The role offers schedule flexibility and ongoing professional development. As commissions and asset-based compensation increase during the first five years, salary decreases. The position involves building a client base and relationships, understanding client and prospective-client needs, overseeing branch operations, developing and monitoring the branch business plan, and fostering an engaging branch environment. Advisors complete required licensing, ongoing firm and regulatory training, and continuing education to maintain their licenses.

Requirements

Demonstrate ambition, self-motivation, and commitment to establishing long-term client relationships.
Have an interest in financial services and markets.
Show a love of learning and challenges, with determination to succeed.
Have skills in long-term relationship building.
Be comfortable thinking critically.
Have a passion for new opportunities.
Meet at least one of the following qualification categories: a bachelor’s degree or equivalent work-related experience in the securities/financial services industry; financial services and/or sales experience; financial services registration, licensing, or certification; or professional and/or military career progression.
Obtain the SIE, Series 7, and Series 66 registrations; required registrations may be obtained at Edward Jones during the assigned paid study period if not already held.
Obtain FINRA registrations within three months and obtain required state insurance licenses.
Complete ongoing training offered by the firm and regulatory authorities, including required continuing education.

Nice To Haves

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.

Responsibilities

Build relationships and create new clients through in-person and virtual sourcing, 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.
Review investment strategies and recommend implementation to deepen relationships with existing clients.
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 effectiveness and achieve desired business results.
Create an engaging branch environment grounded in mutual trust, respect, feedback, and accountability.
Complete required ongoing firm and regulatory training and continuing education to keep licenses in good standing.

Benefits

Paid training and an assigned paid study period for registrations, if needed.
Salary support while building a practice, including supplemental salary for up to five years.
Firm-provided branch office and branch-office support.
Commissions, profit sharing, and incentive travel opportunities.
Flexible schedule.
Professional development and ongoing training.
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 AD&D coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Paid sick leave and paid time off where required by applicable law.
Potential bonuses and profit sharing.
Paid medical and parental leave for eligible financial advisors.
Travel Award Program participation may be available.
Employee Assistance Program.