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Financial Advisor

Job in Morrisville, Wake County, North Carolina, 27560, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Financial Sales, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 45000 - 100000 USD Yearly USD 45000.00 100000.00 YEAR
Job Description & How to Apply Below

This job posting will remain open for 30 days, starting June 25, 2026, and may close early based on applicant volume.

Edward Jones is a Fortune 500 company that values people over shareholder returns. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we provide a supportive environment for career growth.

Key Responsibilities
  • Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
  • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies.
  • Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies, 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.
Qualifications
  • A bachelor's degree is strongly preferred or equivalent work‑related experience within the securities/financial services industry.
  • Financial services and/or sales experience.
  • Financial services registration, licensing, or certification.
  • Professional and/or military career progression.
Licensing
  • SIE (obtained without firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
  • FINRA registrations required within three months. State insurance licenses will also be required.
  • As an associate, you must complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to keep licenses in good standing.
Benefits
  • 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 at no cost to financial advisors.
  • 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
  • Paid sick leave and paid time off where required by applicable law.
  • Eligibility for bonuses, profit sharing, paid medical and parental leave for qualified financial advisors.
  • Participation in the firm’s Travel Award Program and Employee Assistance Program.
Compensation

New financial advisors receive trainee pay, a supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years. Supplemental starting salary range: $45,000 – $100,000.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.

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