Financial Advisor. Roseburg LilyLifestyle

Financial Advisor – Job Overview

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 will develop and grow your own practice, supported by your branch team, home-office team, and regional advisors.

• 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, 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.

• 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 (which can be 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 be required.
• As an associate, you are required to 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.

Compensation includes a supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years.

Benefits include medical, prescription drug, dental, vision, voluntary, disability, life, AD&D coverage, 401(k) retirement plan, health savings account, flexible spending account, paid sick leave and paid time off. Eligible advisors may receive bonuses, profit sharing, paid medical and parental leave, and participation in a Travel Award Program. All associates have access to an Employee Assistance Program.

• Interest in financial services/markets and their workings.
• Love of learning and challenges, determination to succeed.
• Skill in long‑term relationship building.
• Comfortable thinking critically.
• Passion for new opportunities.

• Learning to be a financial advisor through a comprehensive training program.
• Delivering personalized investment and financial solutions to clients.
• Taking ownership of the business’s growth and success.
• Meeting professional and personal objectives linked to building your practice.
• Working in and positively impacting your local community.

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.