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Financial Advisor - Career Change Opportunity - job 1 of 2

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Job Overview

This job posting is anticipated to remain open for 30 days, from 04-Apr-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 program¹.
Salary for the first five years as you begin to build your practice²
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.

¹ 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

² 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

Average salary estimate

$72500 / YEARLY (est.)

min

max

$45000K

$100000K

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What You Should Know About Financial Advisor - Career Change Opportunity, Edward Jones

Are you looking for an exciting career change? Edward Jones is offering an incredible opportunity as a Financial Advisor in beautiful Maui County, HI. This role is perfect for individuals seeking to partner with clients to help them achieve their financial dreams, whether it's retirement, wealth building, or strategizing for education funding. At Edward Jones, we believe in your potential—our financial advisors are the backbone of our firm, utilizing their unique backgrounds to create lasting relationships with clients. With over a century of expertise backing you, you'll receive comprehensive training and support from your branch and home office teams, ensuring you have everything you need to thrive in this rewarding field. Imagine working independently yet having access to a vast support network to help you succeed. You’ll enjoy a salary in your first five years, plus the chance for unlimited earnings as you build your practice. This is more than just a job; it’s a way to significantly impact your community by providing personalized financial advice that truly makes a difference. Your role will involve understanding client needs, creating tailored strategies, and managing branch operations to enhance client experiences. At Edward Jones, inclusivity matters. We value diverse viewpoints to ensure we excel in helping our clients. If you're ambitious, dedicated, and passionate about financial services, join us as a Financial Advisor and start making a difference today!

Frequently Asked Questions (FAQs) for Financial Advisor - Career Change Opportunity Role at Edward Jones

What are the responsibilities of a Financial Advisor at Edward Jones?

As a Financial Advisor at Edward Jones, you will build relationships with new clients, understand their financial needs, and formulate personalized strategies to help them achieve their goals. Your success involves engaging in face-to-face interactions, networking, and significantly, overseeing branch operations to ensure a high-quality client experience. You'll work closely with your branch team to develop business plans aimed at enhancing branch effectiveness and client satisfaction.