Financial Advisor - Certification Provided
Company: Edward Jones
Location: Mankato
Posted on: April 10, 2025
Job Description:
Financial Advisor - Certification Provided at Edward Jones
summary: As a Financial Advisor with Edward Jones, you'll partner
with clients to achieve their long-term financial goals through
personalized investment strategies. Supported by extensive
resources and a strong training program, you'll build your own
practice while contributing to the branch team's success. With no
ceiling on earning potential and a comprehensive benefits package,
this role offers flexibility and continuous professional
development. Job Overview This job posting is anticipated to remain
open for 30 days, from 31-Mar-2025. The posting may close early due
to the volume of applicants. If you find yourself at a professional
crossroads, a career as a financial advisor may be the right change
for you. 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. 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 valued partners, 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. 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. We'll give you the support you need. Our team
will be there every step of the way, providing:
- Paid training - Get registered and licensed and learn how to be
a financial advisor with the industry's top training program
-.
- Salary for the first five years as you begin to build your
practice -
- A firm-provided branch office in the community
- Branch office support to help lighten the load so you can focus
on your clients
- A support network that extends from your branch 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. You can
also expect...
- No ceiling to your earning potential and growth, and your
compensation is tied to the effort you put in
- A compensation package that includes opportunities for
commissions, profit sharing and incentive travel
- The flexibility that you need to balance your personal and
professional lives - the best of both worlds
- A culture of continuous improvement and professional
development Key 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. - For the 25th
consecutive year, Edward Jones was named a top company for
training. The firm ranked No. 17 on Training magazine's prestigious
2025 Training APEX awards listed by Training magazine. 2025
Training Magazine Training Apex Award, published February 2025,
date as of September 2024, an application fee was required for
consideration - As your new asset compensation and commissions
increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical
and prescription drug, dental, vision, voluntary benefits (such as
accident, hospital indemnity, and critical illness), disability
income continuation, basic life, and basic AD&D coverage.
Income continuation, basic life, and basic AD&D coverage are
provided at no cost to financial advisors. Edward Jones offers a
401k retirement plan, and tax-advantaged accounts: health savings
account and flexible spending account. Financial advisors enjoy
flexibility in their schedule and, where required by applicable
law, are eligible for paid sick leave and paid time off. Financial
advisors may be eligible for bonuses; profit sharing; paid medical
and parental leave for Financial Advisors that satisfy eligibility
requirements; and participation in the firm's Travel Award Program.
All associates are eligible for the firm's Employee Assistance
Program. For more information on the Benefits available to
financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new
financial advisor compensation program that supports and rewards
you as you learn the skills, systems and business practices you
need to succeed in our client-first business model. The new
financial advisor compensation program includes trainee pay, a
supplemental salary for up to five years, commissions and
compensation for new assets gathered for the first five years. For
more information regarding compensation please click the link
below. New Financial Advisors Compensation Supplemental Starting
Salary Range $45,000 - $100,000 Read More About Job Overview
Skills/Requirements Successful financial advisors demonstrate a
unique combination of ambition, self-motivation, and commitment to
establishing long-term client relationships. Financial advisors
grow the business through identifying and creating new clients
through initial discover of financial goals and deepening
relationships with existing clients by reviewing investment
strategies and implementation recommendations. Financial advisors
earning potential is reflective of their performance. What
characteristics would make you a successful financial advisor?
- 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 Can you see yourself...
- Learning to be a financial advisor through our comprehensive
training program?
- Delivering personalized investment and financial solutions to
your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to
building your practice?
- Working in and positively impacting your local community?
Skills/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. Read More About Skills/Requirements Awards & Accolades At
Edward Jones, we are building a place where everyone feels like
they belong. We're proud of our associates' contributions to the
firm and the recognitions we have received. Check out our U.S.
awards and accolades: Insights & Information Blog Postings about
Edward Jones Check out our Canadian awards and accolades: Insights
& Information Blog Postings about Edward Jones Read More About
Awards & Accolades About Us Join a financial services firm where
your contributions are valued. Edward Jones is a Fortune 500 -
company where people come first. With over 9 million clients and
20,000 financial advisors across the U.S. and Canada, we're proud
to be privately-owned, placing the focus on our clients rather than
shareholder returns. Behind everything we do is our purpose: We
partner for positive impact to improve the lives of our clients and
colleagues, and together, better our communities and society. We
are an innovative, flexible, and inclusive organization that
attracts, develops, and inspires performance excellence and a sense
of belonging. People are at the center of our partnership. Edward
Jones associates are seen, heard, respected, and supported. This is
what we believe makes us the best place to start or build your
career. View our Purpose, Inclusion and Citizenship Report .
-Fortune 500, published June 2024, data as of December 2023.
Compensation provided for using, not obtaining, the rating. Edward
Jones does not discriminate on the basis of race, color, gender,
religion, national origin, age, disability, sexual orientation,
pregnancy, veteran status, genetic information or any other basis
prohibited by applicable law. #LI-USFATA
Keywords: financial advisor, investment strategies, client
relationships, financial services, wealth management, retirement
planning, financial goals, Edward Jones, professional development,
earning potential
Keywords: Edward Jones, Minneapolis , Financial Advisor - Certification Provided, Accounting, Auditing , Mankato, Minnesota
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