Financial Advisor - Hilliard, OH - Market 11, Region 230

Edward Jones•Hilliard, OH
•Onsite

About The Position

Edward Jones Financial Advisors build and grow their own practices while partnering with clients to help them achieve long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors lead a branch team and are supported by branch, regional, and home-office teams. They develop a deep understanding of clients’ goals and priorities, provide personalized financial strategies, and help clients stay on track. The firm provides paid training, a firm-provided branch office, branch support, and a support network. New advisors receive trainee pay and a supplemental salary for up to five years as they build their practices; compensation also includes commissions and compensation for new assets gathered. Earnings and growth potential are tied to performance and effort. The role is suited to candidates who are ambitious, self-motivated, committed to long-term client relationships, and interested in financial services and markets. Advisors build new client relationships, deepen existing relationships, and take ownership of branch and business growth. The position involves ongoing firm and regulatory training and maintaining required registrations and licenses.

Requirements

  • Candidates must have at least one of the following: a bachelor's degree or equivalent work-related experience in the securities or financial services industry; financial services and/or sales experience; financial services registration, licensing, or certification; or professional and/or military career progression.
  • SIE, Series 7, and Series 66 registrations are required. The SIE may be obtained without firm sponsorship; registrations may be obtained at Edward Jones during the assigned paid study period if the candidate is not currently registered.
  • FINRA registrations are required within three months.
  • State insurance licenses are required.
  • Ability and commitment to build long-term client relationships and grow a business.
  • An interest in financial services and markets, willingness to learn and take on challenges, relationship-building skills, critical-thinking ability, and passion for new opportunities.

Nice To Haves

  • A bachelor's degree is strongly preferred.

Responsibilities

  • Build relationships and acquire new clients through in-person and virtual sourcing, including residential and business outreach, networking, introductions, referrals, social media, and speaking engagements.
  • Understand clients’ and prospective clients’ needs, priorities, and concerns to build trust and develop personalized, comprehensive strategies.
  • Review investment strategies and implementation recommendations with existing clients and deepen those 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.
  • Complete ongoing training provided by the firm and regulatory authorities, including required continuing education, and keep licenses in good standing.

Benefits

  • 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 insurance
  • Basic accidental death and dismemberment coverage
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Flexible schedule
  • Paid sick leave where required by applicable law
  • Paid time off
  • Potential bonuses
  • Profit sharing
  • Paid medical leave for eligible financial advisors
  • Paid parental leave for eligible financial advisors
  • Travel Award Program participation for eligible financial advisors
  • Employee Assistance Program
  • Paid training
  • Salary support for up to five years while building a practice
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