Experienced Financial Advisor

Edward Jones seeks an experienced Financial Advisor to provide personalized investment advice, retirement planning, and wealth management to individual investors and small businesses. In this role, you will build and manage a client book, develop tailored financial strategies, and deliver ongoing, relationship-based guidance aligned with clients' long-term goals. You'll collaborate with a supportive branch team, receive training and licensing support, and grow your practice within a client-first, integrity-driven culture focused on professional development and community impact.

Responsibilities

• Provide comprehensive financial planning and investment advice to individual and small business clients.
• Build, grow, and manage a book of business through prospecting, referrals, and relationship management.
• Develop tailored strategies for retirement, education funding, insurance, and wealth preservation.
• Monitor portfolios, conduct regular reviews, and adjust strategies based on client goals and market conditions.
• Ensure strict adherence to regulatory, compliance, and documentation standards.
• Collaborate with branch and home office teams to deliver a high-quality client experience.
• Educate clients on market trends, product options, and long-term financial strategies.
• Pursue ongoing professional development and maintain required licenses and certifications.

Required Skills

• Financial planning
• Investment portfolio management
• Retirement planning
• Insurance and risk management
• Client relationship management
• Sales and business development
• Regulatory compliance (FINRA/SEC)
• CRM and financial planning software
• Data analysis and reporting
• Presentation and communication