Financial Advisor - Draper, UT - Market 03, Region 204

Edward Jones Careers•Draper, UT

6d•Onsite

About The Position

Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. Edward Jones is proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Their financial advisors are valued partners, and much of their success is credited to their unique experiences and professional backgrounds. Edward Jones values an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. The firm provides paid training, a salary for the first five years as you begin to build your practice, a firm-provided branch office in the community, branch office support, and a support network that extends from your branch office to your region to the home office. There is no ceiling to earning potential and growth, and compensation is tied to the effort put in. The compensation package includes opportunities for commissions, profit sharing, and incentive travel. The role offers the flexibility needed to balance personal and professional lives and a culture of continuous improvement and professional development.

Requirements

Candidates should have at least one of the four qualifications bullets listed below:
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
Licensing: 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
Firm-provided branch office
Branch office support
Support network from branch office to region to home office
No ceiling to earning potential and growth
Compensation package includes opportunities for commissions, profit sharing and incentive travel
Flexibility to balance personal and professional lives
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 schedule
Paid sick leave (where required by applicable law)
Paid time off
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