Financial Advisor - Petoskey, MI - Market 16, Region 241

Edward Jones•Petoskey, MI

3d•Onsite

About The Position

Edward Jones is seeking a Financial Advisor to develop and grow a practice in Petoskey, Michigan. Financial Advisors partner with clients to understand their long-term financial goals and provide personalized investment and financial strategies to help them pursue goals such as retirement, wealth building, estate strategies, and education funding. They lead the branch team and contribute to the firm’s purpose by building trust, keeping clients on track, and serving the local community. The firm provides paid training to help advisors become registered and licensed, a firm-provided branch office, branch and home-office support, and a salary as the advisor builds their practice. Compensation can include commissions, profit sharing, incentives, and compensation for new assets gathered. The role offers schedule flexibility and opportunities for professional development. Advisors’ compensation and earning potential are tied to performance and practice growth.

Requirements

Demonstrate ambition, self-motivation, and commitment to establishing long-term client relationships.
Meet at least one of the listed qualification categories: financial services and/or sales experience; financial services registration, licensing, or certification; professional and/or military career progression; or a bachelor's degree or equivalent work-related experience within the securities or financial services industry.
Obtain SIE, Series 7, and Series 66 registrations; FINRA registrations are required within three months. The SIE can be obtained without firm sponsorship, and registrations may be obtained at Edward Jones during the assigned paid study period if not already registered.
Obtain required state insurance licenses.
Complete ongoing training offered by the firm and regulatory authorities, as well as required continuing education, to keep licenses in good standing.
Show an interest in financial services and markets, willingness to learn and take on challenges, determination to succeed, ability to build long-term relationships, critical-thinking ability, and enthusiasm for new opportunities.

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 develop new clients through in-person 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.
Review investment strategies and implementation recommendations with existing clients, while identifying opportunities to deepen relationships.
Oversee branch processes, roles, and responsibilities to provide a high-quality, streamlined client experience consistent with firm policies, regulatory requirements, and ethical guidelines.
Engage the branch team in creating, monitoring, and adjusting the branch business plan to improve effectiveness and achieve business results.
Create an engaging branch environment based on mutual trust, respect, feedback, and accountability.
Take ownership of growing and developing the practice and serving the local community.

Benefits

Paid training and licensing support.
Salary during the first five years while building a practice, with a supplemental starting salary range of $45,000–$100,000.
Firm-provided branch office and 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 and basic accidental death and dismemberment coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Schedule flexibility.
Paid sick leave and paid time off where required by applicable law.
Potential eligibility for bonuses, profit sharing, paid medical and parental leave, and participation in the Travel Award Program, subject to eligibility requirements.
Employee Assistance Program.
Potential commissions, compensation for new assets gathered, profit sharing, and incentive travel.