Financial Advisor - Lakeland, FL - Market 18, Region 316

Edward Jones Careers•Lakeland, FL

1d•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 a branch team, a home-office team, and other regional financial advisors. The firm leverages 100 years of experience and has a significant presence in the U.S. and Canada, serving over eight million clients. Edward Jones values an inclusive environment where diverse viewpoints contribute to achieving results. Financial advisors lead their branch teams, understand client goals deeply to build trust and keep clients on track, and positively impact clients' lives and their communities. The firm provides comprehensive support, including paid training, a salary for the first five years while building a practice, a firm-provided branch office, branch office support, and a robust support network from the branch to the region to the home office. There is no ceiling to earning potential, with compensation tied to effort, and a package including commissions, profit sharing, and incentive travel. The role offers flexibility to balance personal and professional lives and a culture of continuous improvement and professional development.

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
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
Flexibility in their schedule
Paid sick leave and paid time off (where required by applicable law)
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