Financial Advisor - Owasso, OK - Market 9, Region 181

Edward Jones Careers • Owasso, OK

2d • Hybrid

About The Position

Edward Jones is seeking individuals for a career as a financial advisor, a role that involves partnering with clients to help them achieve their long-term financial goals such as retirement, wealth building, estate strategies, and education funding. As a financial advisor, you will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The firm offers 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 is a Fortune 500 company with a strong history and a focus on its clients, operating more offices in the U.S. and Canada than any other investment firm and serving over eight million clients. The company values an inclusive environment and aims to positively impact clients' lives and 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.
• Candidates should have at least one of the four qualifications bullets listed below:
• Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.
• Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations.
• Financial advisors earning potential is reflective of their performance.
• 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

Nice To Haves

• As your new asset compensation and commissions increase over the first five years, salary will decrease

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
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• disability income continuation
• basic life
• basic AD&D coverage
• 401k retirement plan
• tax-advantaged accounts: health savings account and flexible spending account
• flexibility in their schedule
• paid sick leave and paid time off
• bonuses
• profit sharing
• paid medical and parental leave for Financial Advisors that satisfy eligibility requirements
• participation in the firm's Travel Award Program
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level