Financial Advisor - Parker, CO - Market , Region

Opportunity Overview

Opportunity Overview describes a career as a financial advisor with Edward Jones. Financial advisors partner with clients to help them achieve long-term financial goals, including retirement, wealth building, 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.

The firm has a long history and serves over eight million clients with offices in the U.S. and Canada.

Our financial advisors are valued partners, and the firm believes that diverse experiences and professional backgrounds help achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand clients’ goals to accelerate trust and keep them on track. Edward Jones aims to positively impact clients’ lives and support them in reaching long-term financial goals.

What we’ll provide and support you with

• Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program.
• Salary for the first five years as you begin to build your practice.
• 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 from your branch office to your region and the home office with thousands backing you.

You can also expect…

• No ceiling to your earning potential and growth; compensation is tied to effort
• Compensation includes commissions, profit sharing, and incentive travel
• Flexibility to balance personal and professional life
• A culture of continuous improvement and professional development

• 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).
• Understand 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 in line with firm policies, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve results.
• Create a highly engaging environment in the branch built on mutual trust, respect, feedback, and accountability.

Position Requirements

Successful financial advisors demonstrate a combination of ambition, self-motivation, and commitment to long-term client relationships. They grow the business through identifying and creating new clients, understanding financial goals, and deepening relationships by reviewing investment strategies. Earning potential is reflective of performance.

What characteristics would make you a successful financial advisor?

• An interest in financial services and markets
• Love of learning and challenges, with determination to succeed
• Skilled in long-term relationship building
• Ability to think critically
• Passion for new opportunities

Can you see yourself…

• Learning to be a financial advisor through comprehensive training
• Delivering personalized investment and financial solutions to clients
• Taking ownership of your business growth and success
• Meeting professional and personal objectives as they relate to building your practice
• Working in and positively impacting your local community

Skills/Requirements

Candidates should have at least one of the four qualifications:

• A bachelor’s degree is strongly preferred or equivalent work-related experience in securities/financial services
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Licensing

• SIE (can be obtained without firm sponsorship). Series 7 and Series 66 are required; if not currently registered, registrations may be obtained during the paid study period.
• FINRA registrations required within three months. State insurance licenses will be required.
• As an associate, you must…