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Financial Advisor

Job in Waupun, Dodge County, Wisconsin, 53963, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-04-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Edward Jones is seeking a Financial Advisor to build and grow a client practice using support from branch and regional teams.

Key Responsibilities
  • Build relationships and acquire new clients through face‑to‑face, virtual, networking, referrals, social media, and speaking engagements.
  • Deeply understand clients’ goals and needs to develop personalized, comprehensive strategies.
  • Oversee branch processes and roles to ensure a high‑quality 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 effectiveness and achieve desired business results.
  • Create an engaging branch environment rooted in mutual trust, respect, feedback, and accountability.
Qualifications and Skills
  • At least one of the following: bachelor’s degree or equivalent experience; financial services or sales experience; financial services registration, licensing, or certification; professional or military career progression.
  • Interest in financial services and markets; passion for learning; strong relationship‑building ability; critical thinking skills; enthusiasm for new opportunities.
  • Ability to learn and grow through a comprehensive training program and to deliver personalized investment and financial solutions.
Licensing Requirements
  • SIE, Series 7, Series 66, and Series 63 are required; state insurance licenses are also required.
  • FINRA registrations must be obtained within three months of hire.
  • Ongoing training and continuing education are required to maintain licenses.
Compensation & Benefits
  • Competitive salary and commission structure, including supplemental salary for up to five years.
  • Health, dental, vision, and other medical coverage at no cost to advisors.
  • 401(k) retirement plan and tax‑advantaged accounts such as HSA and FSA.
  • Paid sick leave, paid time off, and potential bonus or profit‑sharing opportunities.
  • Access to employee assistance programs and travel awards.
Employment at Equal Opportunity (EEO) Statement

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

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