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US Experienced Financial Advisor
Remote / Online - Candidates ideally in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2025-12-19
Concord, Cabarrus County, North Carolina, 28027, USA
Listing for:
Edward Jones
Remote/Work from Home
position Listed on 2025-12-19
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Join to apply for the US Experienced Financial Advisor role at Edward Jones.
Base pay range: $50,000 /yr – $125,000 /yr
Job OverviewAs a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home‑office team and other regional advisors. Edward Jones offers a unique branch‑team business model, world‑class products, stable support, and the opportunity to deliver tailored solutions to clients’ complex needs.
Key Responsibilities- Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., 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 to help clients 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.
- As an associate, complete ongoing training offered by the firm and regulatory authorities, and required training to maintain registrations and licenses in good standing.
- Operate in a firm‑provided branch office in the community.
- Receive client support to lighten the load so you can focus on clients.
- Benefit from a support network that extends from your client support team 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.
- Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life, and basic AD&D coverage; basic life and AD&D are provided at no cost to advisors.
- 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
- Flexible schedule; paid sick leave and paid time off where applicable.
- Bonuses, profit sharing, paid medical and parental leave (subject to eligibility), and participation in the firm’s Travel Award Program.
- Employee Assistance Program.
- No ceiling to your earning potential; compensation tied to effort.
- Multi‑faced compensation package that includes profitability bonuses, profit sharing, and incentive travel.
- Flexibility to balance personal and professional lives.
- Series 7 and Series 66 required.
- Experience in financial services working with clients, in‑depth knowledge of investment products and services, and a track record of success.
- State insurance licenses preferred.
- Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
- Strong communication skills and self‑starter.
- Love of learning and challenges; determination to succeed.
- Skill in long‑term relationship building.
- Adaptable to new information; seeks right solutions for clients.
- Comfortable with critical thinking.
- Passion for new opportunities.
Mid‑Senior level
Employment typeFull‑time
Job functionFinance and Sales
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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