Financial Advisor - Centerville, OH - Market 11, Region 072

Edward Jones Careers • Centerville, OH

3d • Onsite

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 extensive support, including paid training, a salary for the first five years while building your practice, a firm-provided branch office, branch office support, and a robust support network. Edward Jones emphasizes an inclusive environment and values the unique experiences and professional backgrounds of its advisors. The role involves leading the branch team, understanding client goals, and making a positive impact in the community. The firm is a Fortune 500 company with a strong history and a client-first approach.

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
• 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 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)
• Eligibility for 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
• Education Level: Associate degree