Financial Advisor

Edward Jones is seeking a Financial Advisor to provide personalized investment advice, retirement planning, and wealth management to individual investors and small businesses. In this client-first, relationship-driven role, you will build and manage a book of business, develop tailored financial strategies, and regularly review client portfolios. You'll collaborate with a supportive team, receive comprehensive training and licensing support, and grow your career in a diverse, inclusive, and community-oriented firm focused on long-term client success.

Responsibilities

• Provide personalized financial advice and guidance to individual and small business clients
• Develop and implement tailored investment, retirement, and wealth management strategies
• Build, grow, and manage a book of business through networking and prospecting
• Conduct regular portfolio reviews and adjust strategies based on client goals and market conditions
• Ensure all recommendations comply with regulatory and firm standards
• Use CRM and planning tools to document interactions and track client progress
• Collaborate with branch and home-office teams to support client needs
• Pursue ongoing professional development, training, and licensing

Required Skills

• Financial planning
• Investment analysis
• Retirement planning
• Wealth management
• Portfolio construction
• Risk assessment
• CRM software
• Regulatory compliance
• Sales and prospecting
• Presentation skills