Financial Advisor - Wellington, FL - Market 18, Region 317

Edward Jones•Wellington, FL

10d•Onsite

About The Position

Edward Jones Financial Advisors build and grow their own practices while partnering with clients to help them pursue long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors develop a deep understanding of clients’ goals and priorities, provide personalized financial and investment strategies, and build lasting client relationships. They lead the branch team and work with regional and home-office colleagues, while managing their business’s growth and contributing to the local community. The role includes paid training to obtain registrations and licenses, a firm-provided branch office, branch-office support, and a support network across the firm. New financial advisors receive trainee pay and a supplemental salary for up to five years as they build their practices; compensation may also include commissions, compensation for new assets gathered, profit sharing, bonuses, and incentive travel. Compensation and commissions increase over the first five years as salary decreases. The role offers schedule flexibility and ongoing professional development.

Requirements

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.
A bachelor's degree is strongly preferred, or equivalent work-related experience within the securities/financial services industry.
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 not currently registered. FINRA registrations are required within three months.
State insurance licenses are required.
Complete ongoing training offered by the firm and regulatory authorities, including FINRA and SEC training, and required continuing-education training to maintain licenses in good standing.
Demonstrate ambition, self-motivation, and commitment to developing long-term client relationships.
Interest in financial services and markets, willingness to learn and take on challenges, and determination to succeed.
Skill in long-term relationship building and ability to think critically.
Passion for new opportunities and willingness to take ownership of business growth.

Nice To Haves

Financial services and/or sales experience, if not used to satisfy the minimum qualification requirement.
Existing financial services registrations, licenses, or certifications, if not used to satisfy the minimum qualification requirement.
A bachelor's degree, which is strongly preferred.

Responsibilities

Build relationships and find new clients through face-to-face and virtual sourcing, including residential and business outreach, networking, introductions and referrals, social media, and speaking engagements.
Understand clients’ and prospective clients’ needs, priorities, and concerns, and develop personalized, comprehensive strategies to help them achieve their goals.
Review investment strategies and implementation recommendations with existing clients and deepen client relationships.
Oversee branch processes, roles, and responsibilities to provide a high-quality, streamlined 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 business results.
Create an engaging branch environment grounded in mutual trust, respect, feedback, and accountability.
Take ownership of the growth and success of the financial advisory practice and contribute to the local community.

Benefits

Paid training to get registered and licensed and learn the financial advisor role.
Salary support for the first five years while building a practice.
Firm-provided branch office and branch-office support.
Potential commissions, profit sharing, incentive travel, and bonuses.
Flexible schedule to help balance personal and professional life.
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 accidental death and dismemberment coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Paid sick leave and paid time off where required by applicable law.
Paid medical and parental leave for eligible financial advisors.
Travel Award Program participation may be available.
Employee Assistance Program for all associates.
Ongoing professional development.