Financial Advisor - Milton, MA - Market , Region

Opportunity Overview

Responsibilities and support
:
Financial advisors partner with clients to help them achieve long-term financial goals such as retirement, wealth building, estate strategies, funding education, and more. As an Edward Jones financial advisor, you’ll develop and grow your own practice with support from your branch team, a home-office team, and other regional financial advisors. Edward Jones values inclusive environments and diverse viewpoints. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose, deeply understanding client goals to accelerate trust and help them stay on track.

Support provided
:
Paid training to get registered and licensed 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 lighten the load; a support network across branch, region, and home office with a large backing team.

You can also expect…

• No ceiling to earning potential and growth; compensation tied to effort
• Compensation package includes commissions, profit sharing, and incentive travel
• Flexibility to balance personal and professional life
• A culture of continuous improvement and 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).
• Deeply understand clients’ needs and priorities to accelerate trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience compliant 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 results.
• Foster a highly engaging branch environment based on mutual trust, respect, feedback and accountability.

Successful financial advisors demonstrate ambition, self-motivation, and commitment to long-term client relationships. Advisors grow the business by identifying new clients and deepening relationships through goal setting and investment strategy recommendations. Earnings potential reflects performance.

What characteristics make you a successful financial advisor?

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

Can you see yourself…

• Learning through comprehensive training
• Delivering personalized investment and financial solutions
• Owning your business’s growth and success
• Meeting professional and personal objectives in building your practice
• Positively impacting your local community

Candidates should have at least one of the following qualifications:

• A bachelor’s degree 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 will be 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, ongoing training and required CE training to keep licenses in good standing

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm is privately owned and emphasizes client focus and positive community impact. Edward Jones is committed to an inclusive, innovative, and performance-driven culture with opportunities for professional growth.

Descriptions of U.S. and Canadian awards and accolades are provided by Edward Jones in its information materials.

Financial Advisor

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.

Beth Shook

Benefits
:
Edward Jones offers medical, dental, vision, voluntary benefits, disability income continuation, life insurance, AD&D, 401k, health accounts, paid time off, and other benefits. Some benefits are subject to eligibility requirements and law. For more information, see the firm’s benefits resources.

Compensation
: A new compensation program supports trainee pay, a supplemental salary for up to five years, commissions, and compensation for new assets gathered in the first five years. Supplemental starting salary range: $45,000–$100,000.

United States