Financial Advisor

Edward Jones seeks a Financial Advisor to deliver personalized investment advice, retirement planning, and wealth management to individual investors and small businesses. In this client-facing role, you will build and manage a book of business, develop tailored financial strategies, and provide ongoing guidance aligned with long-term goals. You'll leverage Edward Jones' training, research, and technology, collaborate with branch teams, and uphold strict compliance and ethical standards in a relationship-driven, supportive culture with strong growth opportunities.

Responsibilities

• Provide personalized financial and investment advice to individual and small business clients
• Develop and maintain a book of business through prospecting and relationship building
• Create tailored retirement, investment, and wealth management strategies
• Conduct regular portfolio reviews and adjust plans to meet changing client goals
• Educate clients on financial products, market trends, and risk management
• Ensure all recommendations meet regulatory, compliance, and ethical standards
• Use firm research, tools, and technology to support financial planning
• Collaborate with branch team members to deliver high-quality client service
• Maintain accurate client records and documentation in CRM systems
• Pursue ongoing professional development and licensing as required

Required Skills

• Financial planning
• Investment analysis
• Retirement planning
• Portfolio management
• Risk assessment
• Sales and prospecting
• CRM software
• Regulatory compliance
• Data analysis and reporting
• Presentation skills