Financial Advisor

Edward Jones seeks a Financial Advisor to provide personalized investment advice, retirement planning, and wealth management to individual investors and small businesses. You will build and manage a client portfolio, develop long-term financial strategies, and deliver client-first, relationship-based guidance. The role includes prospecting new clients, conducting needs analyses, recommending suitable investment and insurance solutions, and ensuring regulatory compliance. Edward Jones offers comprehensive training, licensing support, and clear pathways for professional growth in a collaborative, community-focused culture.

Responsibilities

• Provide personalized financial, investment, and retirement planning advice to clients
• Build, grow, and manage a portfolio of individual and small business clients
• Conduct detailed client needs analyses and develop long-term financial strategies
• Recommend suitable investment, insurance, and wealth management solutions
• Monitor client portfolios and adjust strategies based on goals and market conditions
• Prospect and network to acquire new clients and deepen existing relationships
• Maintain accurate client records using CRM and planning tools
• Ensure adherence to all regulatory, compliance, and firm standards
• Collaborate with branch and home office teams to deliver holistic client service
• Pursue ongoing professional development and licensing as required

Required Skills

• Financial planning
• Investment analysis
• Retirement planning
• Portfolio management
• Insurance products knowledge
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting
• CRM software
• Data analysis and reporting
• Risk assessment