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US Experienced Financial Advisor

Company

Edward Jones

Location

stockton, Canada

Type

Full-time

Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams.

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, 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, 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 o...

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