Talent.com
Financial Advisor

Financial Advisor

Edward JonesLancaster, OH, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Overview

This job posting is anticipated to remain open for 30 days, from 29-Sep-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

    serp_jobs.job_alerts.create_a_job

    Financial Advisor • Lancaster, OH, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Edward JonesCircleville, OH, United States
    serp_jobs.job_card.full_time
    Job Overview This job posting is anticipated to remain open for 30 days, from 17-Sep-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Advisor, Financial Planning and Analysis

    Advisor, Financial Planning and Analysis

    Cardinal HealthDublin, OH, US
    serp_jobs.job_card.full_time
    Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial syst...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - Powell, Dublin - Ohio

    J.P. Morgan Wealth Management Private Client Advisor - Powell, Dublin - Ohio

    JPMorgan ChasePowell, OH, US
    serp_jobs.job_card.full_time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Annuity Advisor Team Lead

    J.P. Morgan Wealth Management - Annuity Advisor Team Lead

    JPMorgan ChaseWesterville, OH, US
    serp_jobs.job_card.full_time
    As an Annuity Advisor Team Lead you will create a culture of excellence and an environment that meets a high standard of service and distinction within the community by building deep relationships ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    HFA Financial Advisor Senior - Branch

    HFA Financial Advisor Senior - Branch

    HuntingtonColumbus, OH, US
    serp_jobs.job_card.full_time
    The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.Our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Advisor

    Private Client Advisor

    KeyCorpColumbus, OH, US
    serp_jobs.job_card.full_time
    Location : 733 Bethel Road - Columbus, Ohio 43214.Job Summary : The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Annuity Advisor

    J.P. Morgan Wealth Management - Annuity Advisor

    JPMorgan ChaseWesterville, OH, US
    serp_jobs.job_card.full_time
    As an Annuity Advisor, you will work in a team-based office environment to offer annuities planning and advice to clients by helping to identify appropriate products / services that meet all of their...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Treasury Management Sales Advisor III - Corporate

    Treasury Management Sales Advisor III - Corporate

    HuntingtonColumbus, OH, US
    serp_jobs.job_card.full_time
    Treasury Management Advisor III - Corporate.As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at H...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

    J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

    JPMorgan ChaseWesterville, OH, US
    serp_jobs.job_card.full_time
    If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor - PNC Investments

    Wealth Advisor - PNC Investments

    PNCColumbus, OH, US
    serp_jobs.job_card.full_time +1
    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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Wright-Patt Credit Union

    Financial Advisor - Wright-Patt Credit Union

    LPL FinancialColumbus, OH, US
    serp_jobs.job_card.full_time
    Financial Advisor - Wright-Patt Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Wright-P...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    2026 Financial Advisor Entry Level

    2026 Financial Advisor Entry Level

    Plante MoranColumbus, OH, United States
    serp_jobs.job_card.full_time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Planner Family

    Financial Planner Family

    Integrated Talent SolutionsColumbus, OH, US
    serp_jobs.job_card.full_time
    Integrated Talent Strategies (ITS) is seeking a Financial Planner Family to work in the Columbus, OH area.Essential duties and responsibilities include excelling in the role of Family Wealth Advise...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Advisor - Retirement Planner

    Financial Advisor - Retirement Planner

    Golden Reserve LLCDublin, OH, United States
    serp_jobs.job_card.full_time
    Golden Reserve is looking for an experienced financial retirement planner.We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of business, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Advisor, Financial Planning & Analysis

    Advisor, Financial Planning & Analysis

    Cardinal HealthUSA, Ohio, Dublin
    serp_jobs.job_card.full_time
    What Financial Planning & Analysis contributes to Cardinal Health.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Retirement Plan Advisor

    Senior Retirement Plan Advisor

    Integrated Talent SolutionsColumbus, OH, US
    serp_jobs.job_card.full_time
    Senior Retirement Plan Advisor.Integrated Talent Strategies (ITS) is seeking a Senior Retirement Plan Advisor to work in the Columbus, OH area. Job Summary Educate participants : Engage participants ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Advisor, Financial Systems Analytics

    Advisor, Financial Systems Analytics

    Cardinal HealthUSA, Ohio, Dublin
    serp_jobs.job_card.full_time
    Candidates can be remote and based anywhere within the United States.Ideal candidates will be within a drivable distance to the Dublin, OH, office. Candidates must be able to work EST or CST busines...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Financial Aid Services Advisor

    Financial Aid Services Advisor

    Paul Mitchell SchoolsColumbus, OH, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    PAUL MITCHELL THE SCHOOL COLUMBUS IS LOOKING FINANCIAL AID / SERVICES LEADER.The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid appli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Advisor-Worthington, OH

    Wealth Management Advisor-Worthington, OH

    U.S. BancorpColumbus, OH, US
    serp_jobs.job_card.full_time
    The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Cash Management Advisor

    Cash Management Advisor

    KeyCorpColumbus, OH, US
    serp_jobs.job_card.full_time
    Business Relationship Manager Cash Access.Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30