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

Edward Jones•Dublin, OH
•$45,000 - $100,000

About The Position

Edward Jones Financial Advisors build and grow their own practices while leading a branch team to serve clients and contribute to the firm's purpose. They partner with clients to understand their long-term goals—including retirement, wealth building, estate strategies, and education funding—and provide personalized financial and investment strategies. Advisors work independently while receiving support from their branch team, regional colleagues, and home office. The firm provides paid training, assistance with registration and licensing, a firm-provided branch office, branch-office support, and a salary during the first five years as the practice is built. Compensation includes trainee pay, a supplemental salary for up to five years, commissions, and compensation for new assets gathered. The supplemental starting salary range is $45,000–$100,000. Advisors' earning potential and growth have no stated ceiling, and compensation reflects performance and effort. The role offers schedule flexibility and opportunities for professional development.

Requirements

  • Demonstrated ambition, self-motivation, and commitment to establishing long-term client relationships.
  • 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; candidates not currently registered may obtain registrations during the assigned paid study period. FINRA registrations are required within three months.
  • State insurance licenses are required.
  • Ability or willingness to complete ongoing firm and regulatory training and required continuing education.
  • Interest in financial services and markets, willingness to learn and take on challenges, relationship-building skills, critical-thinking ability, and interest in pursuing 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 source new clients through face-to-face and virtual strategies, including residential and business outreach, networking, introductions and referrals, social media, and speaking engagements.
  • Understand clients' and prospective clients' needs, priorities, and concerns; develop personalized, comprehensive strategies to help clients achieve their goals.
  • Deepen relationships with existing clients by reviewing investment strategies and implementation recommendations.
  • Oversee branch processes, roles, and responsibilities to provide a streamlined, high-quality client experience in accordance 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 desired business results.
  • Create an engaging branch environment characterized by mutual trust, respect, feedback, and accountability.
  • Complete ongoing firm and regulatory training, including continuing education required to 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 and basic AD&D coverage at no cost to financial advisors
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Paid sick leave and paid time off, where required by applicable law
  • Potential bonuses and profit sharing
  • Paid medical and parental leave for eligible financial advisors
  • Travel Award Program participation
  • Employee Assistance Program
  • Paid training
  • Supplemental salary for up to five years
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