5,626 Expert Finance jobs in the United States

Subject Matter Expert - Finance

22107 McLean, Virginia Sierra 7, Inc.

Posted 19 days ago

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Job Description

Description

Sierra7, Inc. is seeking an experienced Finance Subject Matter Expert (SME) with past Federal financial experience to join our team and work with the Veterans Health Administration Office of Finance for the Department of Veterans Affairs (VA). In this position, the Finance SME will be providing support to the Financial Management Team and the work performed will include utilizing VA's legacy financial system, FMS, and supporting the deployment of its new financial and acquisition system, iFAMS. The deployment of iFAMS has high visibility, with regular Congressional updates, and will have a positive impact to Veterans through strengthened financial accounting and processes.

Position Responsibilities:

  • Provide support for internal and external audits, reviews, and other related activities.
  • Support review and coordination of information in response to requests, including providing administrative support, compiling data, conducting analyses, preparing draft technical inputs, and developing supporting documentation for Government review and approval.
  • Analysis of financial information and activities related to financial statement reporting.
  • Support for conducting risk assessments, reviews, monitoring, coordination, and reporting.
  • Assist with the development and updating of guides and training tools for reports, reconciliations, processes and/or procedures, preparing routing reports, reviewing audit requests, and compiling, analyzing, and organizing requested data and documentation to support Government responses to audit inquiries, including summaries of exceptions (SOE) and notices of findings and recommendations (NFR)
  • Support development and/or editing of program-level documents such as standard operating procedures, executive summaries, problem statements, reports of analysis, courses of action, and recommendations.
  • Assist in the collection, analyzing, and interpreting financial and operational data to support decision-making and performance improvement efforts.
  • Draft training materials, user guides, and process documentation.
  • Create and maintain financial management analysis reports, data compilations, and support documentation, including project assessment reports, briefing materials, and technical memoranda.
  • Ability to effectively communicate complex financial information to diverse audiences.
  • Attend all required meetings with internal and external stakeholders.
Requirements

Skills:
  • Demonstrated success as Finance Subject Matter Expert
  • Strong ability to engage with an organization's senior leaders relating to large, complex organizations.
  • Familiarity with VHA's VISN structure
  • Past Federal financial experience.
  • Demonstrated experience conducting internal and external audits and reviews
  • Strong ability in financial analysis and statement reporting.
  • Prior system implementation experience involving numerous legacy systems
  • Experience with FMS, MinX, IFCAP (desired)
Education & Experience:
  • Bachelor's degree in finance, accounting, or a related field.
  • Experience as a Chief Financial Officer for a large healthcare organization such as a medical center or VISN (desired)
  • Minimum of 8-10 years of relevant experience
  • Experience working in VA or other Government agency (desired)
  • Ability to obtain government public trust clearance.
Why Join Sierra7?

Sierra7 is a Small Disabled Veteran Owned Business. We were founded in 2009 with the mission of "serving those who serve". We are a Service-Disabled Veteran-Owned Small Business (SDVOSB) and CMMI-SVC Level 3-appraised member of the government technology and services industry. We are a proud recipient of the 2024 Gold HIRE Vets Medallion Award from the US Department of Labor, which recognizes employers who successfully recruit, hire, and retain Veterans.

Benefits:
  • Medical/Dental/Vision
  • FSA (Flexible Spending Account)
  • HSA (Health Savings Account)
  • Life Insurance, Voluntary Life Insurance, Voluntary Short- and Long-Term Disability
  • Additional Supplemental Medical Benefits
    • Critical Care, Hospital Indemnity, Legal Plan, Pet Insurance, Accident
  • 401K
  • Legal Assistance
  • Financial Wellness
  • Paid Time Off (PTO)
  • Federal Holidays
  • Education Reimbursement
  • LinkedIn Learning Employee
  • Referral Program
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Finance Expert

44101 Cleveland, Ohio PNC

Posted 4 days ago

Job Viewed

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Job Description

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Finance Expert within PNC's Retail Finance organization, you will be based in Pittsburgh. As a member of the Small Business Finance team, you will support the Lending Portfolio with financial leadership over the balance sheet, revenue and provision. Ideal candidate will have experience building partnerships and in depth knowledge of SBA Lending Products and Loan Accounting.
**Job Description**
+ Responsible for and leads a variety of financial management and accounting services. Serves as a senior expert for the team.
+ Prepares information to support quarterly, external, internal financial, and business metric reports. Reviews and interprets financial reports to inform business decisions.
+ Leads annual budget process and monthly forecast updates and leads or contributes to strategic plan. Identifies ways to outperform.
+ Leads/delivers performance monitoring and communications and ad hoc finance and accounting analysis, and may include including management accounting analysis. Works closely with Accounting Policy on new accounting standard adoptions affecting their business. Prepares/reviews data and associated documentation workpapers supporting external disclosures.
+ Structures preparation of reports and analysis in response to requests and requirements of auditors, regulators, and investors. May communicate directly with external constituents. May also contribute to risk review and challenge for assigned business. Promptly identifies and addresses control matters; maintains sound control processes. Prepares Stress Testing projections and associated documentation for their business.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Analysis, Accounting Research, Decision Making, Finance Strategy, Financial Accounting, Financial Reporting and Analysis, People Management, Results-Oriented
**Competencies**
Accuracy and Attention to Detail, Budgeting, Business Analytics, Decision Making and Critical Thinking, Effective Communications, Finance and Accounting, Financial Analysis, Institutional Finance, Managing Expenses And Finances
**Work Experience**
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $65,000.00 - $132,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 07/17/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Finance Expert

15222 Pittsburgh, Pennsylvania PNC

Posted 4 days ago

Job Viewed

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Job Description

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Finance Expert within PNC's Retail Finance organization, you will be based in Pittsburgh. As a member of the Small Business Finance team, you will support the Lending Portfolio with financial leadership over the balance sheet, revenue and provision. Ideal candidate will have experience building partnerships and in depth knowledge of SBA Lending Products and Loan Accounting.
**Job Description**
+ Responsible for and leads a variety of financial management and accounting services. Serves as a senior expert for the team.
+ Prepares information to support quarterly, external, internal financial, and business metric reports. Reviews and interprets financial reports to inform business decisions.
+ Leads annual budget process and monthly forecast updates and leads or contributes to strategic plan. Identifies ways to outperform.
+ Leads/delivers performance monitoring and communications and ad hoc finance and accounting analysis, and may include including management accounting analysis. Works closely with Accounting Policy on new accounting standard adoptions affecting their business. Prepares/reviews data and associated documentation workpapers supporting external disclosures.
+ Structures preparation of reports and analysis in response to requests and requirements of auditors, regulators, and investors. May communicate directly with external constituents. May also contribute to risk review and challenge for assigned business. Promptly identifies and addresses control matters; maintains sound control processes. Prepares Stress Testing projections and associated documentation for their business.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Analysis, Accounting Research, Decision Making, Finance Strategy, Financial Accounting, Financial Reporting and Analysis, People Management, Results-Oriented
**Competencies**
Accuracy and Attention to Detail, Budgeting, Business Analytics, Decision Making and Critical Thinking, Effective Communications, Finance and Accounting, Financial Analysis, Institutional Finance, Managing Expenses And Finances
**Work Experience**
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $65,000.00 - $132,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 07/17/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Expert Business Finance Analyst

94616 Oakland, California Pacific Gas And Electric Company

Posted 4 days ago

Job Viewed

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Job Description

Requisition ID# 166750

Job Category: Accounting / Finance

Job Level: Individual Contributor

Business Unit: Finance

Work Type: Hybrid

Job Location: Oakland

Department Overview

PG&E's Business Finance team provides critical financial support to its operational Business Partners within the company. This support includes financial analysis, budgeting, planning, and forecasting, monitoring, controlling, and accounting; operational performance reporting and analysis; and strategic planning and analysis. These services are critical to achieving the company's strategic, operational, and financial objectives.

The Business Finance department provides a unique environment for energized and talented finance professionals to engage in the business as valued functional advisors, make meaningful contributions to the direction of a dynamic business, and be actively developed and recognized.

Position Summary

The Expert Business Finance Analyst will serve as the primary financial analyst for the Project Execution function within Power Generation. Support for other Power Generation sub-functions may be required on an as-needed basis. You will integrate with the organization to influence and drive cross team collaboration to improve project forecasting and support execution excellence. You must be a clear and concise communicator with written communication skills, strong analytical and quantitative skills, a background in finance or accounting, poise in working with many levels of staff, strong organizational and planning skills, initiative and enthusiasm, and strong people skills.

This role is hybrid, working from your remote office and in-person at the Oakland General Office 1-3x weekly or based on business needs or company requirements.

Disclosure:

PG&E is providing the salary range that canreasonablybe expected for this position at the time of thejob posting. This salary range is specific to the locality of the job. The actual salary paid to an individual will bebased on multiple factors, including, but not limited to, internal equity, specific skills, education, licenses or certifications, experience,market value, and geographic location.The decisionwill be made on a case-by-casebasis related tothese factors. This job is also eligible to participate inPG&Es discretionary incentive compensation programs.

Pay Range display:

Bay Area $114,000 to $162,800 annually

Job Responsibilities

Reporting & Analytics:

  • Provide timely and accurate monthly financial visibility to assess performance, integrate operational performance and initiative-taking financial analytics with the objective of identifying opportunities, risks, and associated catch back plans.
  • Prepare monthly financial reports, working with business partners to analyze key drivers causing significant variances and assist as needed in developing or actioning catch back plans.
  • Meet with business partners to review costs and cost drivers, discuss variances, and provide insights and analyses as a financial subject matter expert.
  • Lead and facilitate budget discussions that drive efficiencies and clarity around variances and the end of year forecast.

Forecasting (Short Term):

  • Provide timely, balanced financial forecasts that capture current performance and enable nimble, value optimized operational and financial decisions.

Planning (Long Term):

  • Advise and integrate the business unit financial plans and performance baselines to meet the Company's long-term operational and financial objectives.

Process Optimization:

  • Identify, and evaluate key processes for opportunities in effectiveness, control, and efficiency, and recommend and implement improvements.

Tools:

  • Provide active engagement on the evaluation, design, and use of our critical Financial functional toolset.

Monitoring, Controlling, and Accounting:

  • Proactively monitor costs and coordinate the corrections of cost accounting errors as needed. Manage Orders and corporate hierarchy logic for partners to ensure reporting is accurate and systematically supported.
  • Provide any ad-hoc SAP assistance to partners.
  • Review partner cost monitoring systems to ensure that adequate controls are in place to timely uncover and correct erroneous charges.

Support Key Business Issues:

  • Actively participate in strategic initiatives related to Business Finance or business partner organizations and complete assigned tasks related to the initiatives.

Qualifications

Minimum:

  • Bachelor of Arts / Science in accounting, business, finance, or equivalent work experience
  • 5 years of relevant analyst experience

Desired:

  • Strong technical background and skills
  • Experience with budgeting processes
  • Demonstrated project management skills
  • Strong analytical skills, detail oriented and self-directed initiatives
  • Working knowledge of PowerBI, SAP, Analysis for Office (AO), and/or Tableau
  • Advanced knowledge of Microsoft office applications: Excel, PowerPoint, Word
  • Lean Six Sigma, CPA, or MBA

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Expert Business Finance Analyst

94616 Oakland, California PG&E

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

Requisition ID# 166750

Job Category: Accounting / Finance

Job Level: Individual Contributor

Business Unit: Finance

Work Type: Hybrid

Job Location: Oakland

Department Overview

PG&E's Business Finance team provides critical financial support to its operational Business Partners within the company. This support includes financial analysis, budgeting, planning, and forecasting, monitoring, controlling, and accounting; operational performance reporting and analysis; and strategic planning and analysis. These services are critical to achieving the company's strategic, operational, and financial objectives.

The Business Finance department provides a unique environment for energized and talented finance professionals to engage in the business as valued functional advisors, make meaningful contributions to the direction of a dynamic business, and be actively developed and recognized.

Position Summary

The Expert Business Finance Analyst will serve as the primary financial analyst for the Project Execution function within Power Generation. Support for other Power Generation sub-functions may be required on an as-needed basis. You will integrate with the organization to influence and drive cross team collaboration to improve project forecasting and support execution excellence. You must be a clear and concise communicator with written communication skills, strong analytical and quantitative skills, a background in finance or accounting, poise in working with many levels of staff, strong organizational and planning skills, initiative and enthusiasm, and strong people skills.

This role is hybrid, working from your remote office and in-person at the Oakland General Office 1-3x weekly or based on business needs or company requirements.

Disclosure:

PG&E is providing the salary range that canreasonablybe expected for this position at the time of thejob posting. This salary range is specific to the locality of the job. The actual salary paid to an individual will bebased on multiple factors, including, but not limited to, internal equity, specific skills, education, licenses or certifications, experience,market value, and geographic location.The decisionwill be made on a case-by-casebasis related tothese factors. This job is also eligible to participate inPG&E's discretionary incentive compensation programs.

Pay Range display:

Bay Area -$114,000 to $162,800 annually

Job Responsibilities

Reporting & Analytics:

  • Provide timely and accurate monthly financial visibility to assess performance, integrate operational performance and initiative-taking financial analytics with the objective of identifying opportunities, risks, and associated catch back plans.
  • Prepare monthly financial reports, working with business partners to analyze key drivers causing significant variances and assist as needed in developing or actioning catch back plans.
  • Meet with business partners to review costs and cost drivers, discuss variances, and provide insights and analyses as a financial subject matter expert.
  • Lead and facilitate budget discussions that drive efficiencies and clarity around variances and the end of year forecast.

Forecasting (Short Term):

  • Provide timely, balanced financial forecasts that capture current performance and enable nimble, value optimized operational and financial decisions.

Planning (Long Term):

  • Advise and integrate the business unit financial plans and performance baselines to meet the Company's long-term operational and financial objectives.

Process Optimization:

  • Identify, and evaluate key processes for opportunities in effectiveness, control, and efficiency, and recommend and implement improvements.

Tools:

  • Provide active engagement on the evaluation, design, and use of our critical Financial functional toolset.

Monitoring, Controlling, and Accounting:

  • Proactively monitor costs and coordinate the corrections of cost accounting errors as needed. Manage Orders and corporate hierarchy logic for partners to ensure reporting is accurate and systematically supported.
  • Provide any ad-hoc SAP assistance to partners.
  • Review partner cost monitoring systems to ensure that adequate controls are in place to timely uncover and correct erroneous charges.

Support Key Business Issues:

  • Actively participate in strategic initiatives related to Business Finance or business partner organizations and complete assigned tasks related to the initiatives.

Qualifications

Minimum:

  • Bachelor of Arts / Science in accounting, business, finance, or equivalent work experience
  • 5 years of relevant analyst experience

Desired:

  • Strong technical background and skills
  • Experience with budgeting processes
  • Demonstrated project management skills
  • Strong analytical skills, detail oriented and self-directed initiatives
  • Working knowledge of PowerBI, SAP, Analysis for Office (AO), and/or Tableau
  • Advanced knowledge of Microsoft office applications: Excel, PowerPoint, Word
  • Lean Six Sigma, CPA, or MBA

#J-18808-Ljbffr
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Financial Advisor

61008 Belvidere, Illinois Edward Jones

Posted today

Job Viewed

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Job Description

Job Overview

This job posting is anticipated to remain open for 30 days, from 25-Aug-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. 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'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're 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 valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:
  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
  • Salary for the first five years as you begin to build your practice²
  • A firm-provided branch office in the community
  • Branch office support to help lighten the load so you can focus on your clients
  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect.
  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel
  • The flexibility that you need to balance your personal and professional lives - the best of both worlds
  • A culture of continuous improvement and professional development

Key Responsibilities
  • 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 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.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?
  • An interest in financial services/markets and how they work
  • Love of learning and challenges, including determination to succeed
  • Skilled in long-term relationship building
  • Comfortable in your ability to think critically
  • Passion for new opportunities

Can you see yourself.
  • Learning to be a financial advisor through our comprehensive training program?
  • Delivering personalized investment and financial solutions to your clients?
  • Taking ownership of your business's growth and success?
  • Meeting professional and personal objectives as they relate to building your practice?
  • Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:
  • 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 ensure licenses remain in good standing.


Read More About Skills/Requirements

Awards & Accolades

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

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

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're 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, 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 .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

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Financial Advisor

21001 Aberdeen, Maryland Edward Jones

Posted today

Job Viewed

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Job Description

Job Overview

This job posting is anticipated to remain open for 30 days, from 26-Aug-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. 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'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're 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 valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:
  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
  • Salary for the first five years as you begin to build your practice²
  • A firm-provided branch office in the community
  • Branch office support to help lighten the load so you can focus on your clients
  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect.
  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel
  • The flexibility that you need to balance your personal and professional lives - the best of both worlds
  • A culture of continuous improvement and professional development

Key Responsibilities
  • 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 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.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?
  • An interest in financial services/markets and how they work
  • Love of learning and challenges, including determination to succeed
  • Skilled in long-term relationship building
  • Comfortable in your ability to think critically
  • Passion for new opportunities

Can you see yourself.
  • Learning to be a financial advisor through our comprehensive training program?
  • Delivering personalized investment and financial solutions to your clients?
  • Taking ownership of your business's growth and success?
  • Meeting professional and personal objectives as they relate to building your practice?
  • Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:
  • 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 ensure licenses remain in good standing.


Read More About Skills/Requirements

Awards & Accolades

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

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

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're 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, 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 .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

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Financial Advisor

02809 Bristol, Rhode Island Edward Jones

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Overview

This job posting is anticipated to remain open for 30 days, from 19-Aug-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. 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'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're 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 valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:
  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
  • Salary for the first five years as you begin to build your practice²
  • A firm-provided branch office in the community
  • Branch office support to help lighten the load so you can focus on your clients
  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect.
  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel
  • The flexibility that you need to balance your personal and professional lives - the best of both worlds
  • A culture of continuous improvement and professional development

Key Responsibilities
  • 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 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.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?
  • An interest in financial services/markets and how they work
  • Love of learning and challenges, including determination to succeed
  • Skilled in long-term relationship building
  • Comfortable in your ability to think critically
  • Passion for new opportunities

Can you see yourself.
  • Learning to be a financial advisor through our comprehensive training program?
  • Delivering personalized investment and financial solutions to your clients?
  • Taking ownership of your business's growth and success?
  • Meeting professional and personal objectives as they relate to building your practice?
  • Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:
  • 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 ensure licenses remain in good standing.


Read More About Skills/Requirements

Awards & Accolades

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

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

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're 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, 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 .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

#LI-USFATA
View Now

Financial Advisor

50138 Knoxville, Iowa Edward Jones

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Overview

This job posting is anticipated to remain open for 30 days, from 18-Aug-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. 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'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're 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 valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:
  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
  • Salary for the first five years as you begin to build your practice²
  • A firm-provided branch office in the community
  • Branch office support to help lighten the load so you can focus on your clients
  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect.
  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel
  • The flexibility that you need to balance your personal and professional lives - the best of both worlds
  • A culture of continuous improvement and professional development

Key Responsibilities
  • 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 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.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?
  • An interest in financial services/markets and how they work
  • Love of learning and challenges, including determination to succeed
  • Skilled in long-term relationship building
  • Comfortable in your ability to think critically
  • Passion for new opportunities

Can you see yourself.
  • Learning to be a financial advisor through our comprehensive training program?
  • Delivering personalized investment and financial solutions to your clients?
  • Taking ownership of your business's growth and success?
  • Meeting professional and personal objectives as they relate to building your practice?
  • Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:
  • 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 ensure licenses remain in good standing.


Read More About Skills/Requirements

Awards & Accolades

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

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

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're 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, 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 .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

#LI-USFATA
View Now

Financial Advisor

55745 Grand Rapids, Minnesota Edward Jones

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Overview

This job posting is anticipated to remain open for 30 days, from 20-Aug-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. 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'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're 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 valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:
  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
  • Salary for the first five years as you begin to build your practice²
  • A firm-provided branch office in the community
  • Branch office support to help lighten the load so you can focus on your clients
  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect.
  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel
  • The flexibility that you need to balance your personal and professional lives - the best of both worlds
  • A culture of continuous improvement and professional development

Key Responsibilities
  • 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 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.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?
  • An interest in financial services/markets and how they work
  • Love of learning and challenges, including determination to succeed
  • Skilled in long-term relationship building
  • Comfortable in your ability to think critically
  • Passion for new opportunities

Can you see yourself.
  • Learning to be a financial advisor through our comprehensive training program?
  • Delivering personalized investment and financial solutions to your clients?
  • Taking ownership of your business's growth and success?
  • Meeting professional and personal objectives as they relate to building your practice?
  • Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:
  • 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 ensure licenses remain in good standing.


Read More About Skills/Requirements

Awards & Accolades

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

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

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're 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, 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 .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

#LI-USFATA
View Now
 

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