Edward Jones · 8 hours ago
Financial Advisor
Safety Harbor, FL
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $100K/yrEdward Jones is a Fortune 500 financial services firm focused on client-first solutions. They are seeking a Financial Advisor who will partner with clients to help them achieve long-term financial goals, while developing and growing their own practice with support from the firm.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
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
Qualification
Required
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
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
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Disability income continuation
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Paid sick leave
Paid time off
Bonuses
Profit sharing
Paid medical and parental leave for Financial Advisors that satisfy eligibility requirements
Participation in the firm's Travel Award Program
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
Founded in 1922
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
Company data provided by crunchbase