Experienced Financial Advisor -- New York, NY

Join a Financial Services Firm Where Your Contributions Are Valued

Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose. We partner for positive impact to improve the lives of our clients and colleagues, and together, we better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion, and Citizenship Report.¹

Fortune 500 published June 2024 data as of December 2023. Compensation provided for using, not obtaining the rating.

As a Financial Advisor with Edward Jones, you will develop and grow your own practice, supported by branch associates, a home-office team, and other regional financial advisors. You will benefit from the experience that comes from over 100 years of history. We are proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our Financial Advisors are a valued part of our firm and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where every ones different viewpoints help to achieve results.

Edward Jones is built to help you positively impact clients lives, helping them achieve their long-term financial goals as you make a difference in your community.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies, e.g., 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 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.

Benefits

Edward Jones compensation and benefits package includes:

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits, such as accident hospital indemnity, and critical illness
• Disability income continuation
• Basic life and basic AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts, including health savings account and flexible spending account
• Flexibility in schedule
• Paid sick leave and paid time off (where required by applicable law)
• Bonuses, profit sharing, and incentive travel opportunities
• Employee Assistance Program

Compensation and Earning Potential

• No ceiling to your earning potential
• Compensation is tied to the effort you put in
• Multi-faceted compensation package, including opportunities for profitability, bonuses, profit sharing, and incentive travel
• Flexibility to balance your personal and professional lives
• Preliminary total compensation can be calculated with our calculator

Hiring Requirements

• Minimum salary: $50,000
• Maximum salary: $125,000

Qualifications for a Successful Financial Advisor

• Strong communications skills and self-starter
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Adaptable to new information, seeking the right solutions for clients
• Comfortable in your ability to think critically
• Passion for new opportunities

Required Qualifications

• Series 7 and Series 66 licenses
• Experience in financial services, working with clients
• In-depth knowledge of investment products and services, with a track record of success
• State insurance licenses preferred
• Preferred additional professional designations, such as CFP or CERTIFIED FINANCIAL PLANNER, and/or CRPC or Chartered Retirement Planning Counselor

Our Culture and Commitment to Diversity

At Edward Jones, we are building a place where everyone feels like they belong. We are proud of our associates contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades

Check out our Canadian awards and accolades

Insights & Information Blog Postings about Edward Jones

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.

Hiring Minimum: $50,000Hiring Maximum: $125,000

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at dcba.lacounty.gov/wp-content/uploads/202408FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.