Job Overview

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Employment Type

Full-time
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Compensation

Salary
Range $45,000.00 - $100,000.00
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Benefits

Medical insurance
prescription drug coverage
Dental Insurance
Vision Insurance
voluntary benefits
Disability income continuation
basic life and AD&D coverage
401k Retirement Plan
Health savings account
Flexible spending account
Paid sick leave
Paid Time Off
Bonuses
Profit sharing
Paid medical leave
Paid parental leave
Employee assistance program
Travel award program

Job Description

Edward Jones is a distinguished financial services firm recognized as a Fortune 500 company with a remarkable legacy of over 100 years in the investment industry. With a widespread presence across the United States and Canada, Edward Jones boasts over 20,000 financial advisors serving more than 9 million clients. The firm remains privately owned, which enables it to prioritize client needs and long-term relationships over shareholder returns, creating a client-focused environment built on trust, respect, and personalized service.

At Edward Jones, the culture revolves around a commitment to partnership and positive impact, not only for clients but also for colleagues and the larger community. The firm fosters an inclusive and flexible workplace where diversity of thought and background is celebrated, inspiring peak performance and a supportive sense of belonging. Edward Jones prides itself on being one of the best places to launch or build a career in financial services, offering innovative training, growth opportunities, and a comprehensive support system.

The Financial Advisor role at Edward Jones offers a unique career pathway for motivated professionals who aspire to help clients achieve their long-term financial goals including retirement planning, wealth building, estate strategies, and education funding. Financial advisors at Edward Jones develop and grow their own practices, supported by branch office teams, regional colleagues, and a corporate home-office support network. This role combines independent business ownership with collaborative community engagement, making it ideal for individuals who are driven, entrepreneurial, and passionate about making a difference.

Edward Jones provides extensive paid training, licensing assistance, and a firm-provided branch office, along with structured branch support to allow financial advisors to focus primarily on client engagement and practice development. The firm’s compensation model is designed to reward effort and success with no earning ceiling, including salary during the initial years, commissions, profit sharing, and incentives such as travel opportunities. Flexibility in scheduling further enhances work-life balance.

Typical responsibilities for financial advisors include building client relationships through various sourcing methods, understanding clients’ financial needs deeply to offer tailored advice, leading branch processes to ensure compliance and excellent client experience, collaborating on branch business plans to drive results, and fostering a positive team environment grounded in trust and accountability.

Successful candidates tend to exemplify qualities such as a strong interest in financial markets, eagerness to learn and tackle challenges, excellent relationship-building skills, critical thinking ability, and an enthusiasm for new opportunities. Edward Jones seeks individuals willing to commit to the rigorous training and licensing required, and who possess or are willing to obtain registrations such as the SIE, Series 7, and Series 66 licenses.

Overall, the Financial Advisor role at Edward Jones is more than a job; it is a career opportunity where associates become trusted partners to clients and active contributors to their communities. Working at Edward Jones means being part of an organization with a century-long tradition of client service excellence, supported by an inclusive culture that values each associate's unique contributions and supports ongoing professional growth.

Job Requirements

  • Bachelor's degree strongly preferred or equivalent work-related experience within securities or financial services industry
  • Financial services and/or sales experience
  • Financial services registration, licensing, or certification
  • Professional and/or military career progression
  • Obtain SIE, Series 7, and Series 66 licenses if not currently registered
  • FINRA registrations required within three months
  • State insurance licenses required
  • Complete ongoing training and CE requirements
  • Ability to build and maintain long-term client relationships
  • Strong interest in financial services and markets
  • Excellent critical thinking and problem-solving skills

Job Qualifications

  • A bachelor's degree or equivalent work-related experience within financial services industry
  • Financial services and/or sales experience
  • Financial services registration, licensing, or certification
  • Professional and/or military career progression
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

Job Duties

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies including 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

Job Criteria

Experience

No experience required


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