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