What are the responsibilities and job description for the Experienced Financial Advisor position at Edward Jones?
About the Company
Your experience is valuable to us – and we know you have options. But we offer something the competition simply can’t: our unique business model. As an Edward Jones advisor, you’re at the helm. That’s why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients’ unique and complex needs. Building your practice your way – with 100% support from us.
About the Role
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes from over 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients’ lives, helping them achieve their long-term financial goals as you make a difference in your community.
Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
- A firm-provided branch office in the community.
- Client support to help lighten the load so you can focus on your clients.
- A support network that extends from your client support team office to your region to the home office – You’ll work independently but will have a team of thousands backing you every step of the way.