Talent.com
Financial Advisor - Mt Pleasant, WI - Market 32, Region 162
Financial Advisor - Mt Pleasant, WI - Market 32, Region 162Edward Jones • Mt Pleasant, WI, United States
Financial Advisor - Mt Pleasant, WI - Market 32, Region 162

Financial Advisor - Mt Pleasant, WI - Market 32, Region 162

Edward Jones • Mt Pleasant, WI, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Opportunity Overview

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

    EEO Statement

    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.

    Company Description

    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.

    Awards and 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

    Position 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.
  • Salary Information

    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

    serp_jobs.job_alerts.create_a_job

    Financial Advisor • Mt Pleasant, WI, United States

    Job_description.internal_linking.related_jobs
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Pleasant Prairie, WI

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Pleasant Prairie, WI

    CompHealth • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,235 per week in Sturtevant, WI

    Travel Physical Therapist (PT) - $2,235 per week in Sturtevant, WI

    Cross Country Allied • Sturtevant, WI, US
    serp_jobs.job_card.full_time
    As a home health physical therapist, you'll provide PT services to help patients regain their health and mobility.Working at patients' homes, you'll assess their mobility, strength and function, de...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,020 per week in Pleasant Prairie, WI

    Travel Physical Therapist (PT) - $2,020 per week in Pleasant Prairie, WI

    Core Medical Group • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    Client in WI seeking Physical Therapist.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role. Contract / travel assignments are ty...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Deerfield, IL, United States
    serp_jobs.job_card.full_time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Waukegan, Illinois
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,873 to $2,077 per week in Pleasant Prairie, WI

    Travel Physical Therapist (PT) - $1,873 to $2,077 per week in Pleasant Prairie, WI

    LRS Healthcare • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 24 / 7 support, and a responsive, traveler-first culture. What are you waiting for? Apply today!.Valid license...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,138 to $1,247 per week in Pleasant Prairie, WI

    Travel Physical Therapist (PT) - $1,138 to $1,247 per week in Pleasant Prairie, WI

    AMN Healthcare Allied • PLEASANT PRAIRIE, WI, US
    serp_jobs.job_card.full_time
    Job Description & Requirements.Physical Therapist - Skilled - (PT - Skilled) .StartDate : ASAP Pay Rate : $1138.Well respected skilled nursing facility (SNF) is seeking a Therapist who is highl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,546 per week in Clintonville, WI

    Travel Physical Therapist (PT) - $2,546 per week in Clintonville, WI

    Care Career • Milwaukee, Wisconsin, US
    serp_jobs.job_card.full_time
    Physical therapists work with patients to improve their movement and manage their pain.PTs use a variety of techniques to help their patients, including hands-on therapy, strengthening and stretchi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,031 per week in Pleasant Prairie, WI

    Travel Physical Therapist (PT) - $2,031 per week in Pleasant Prairie, WI

    Triage Staffing LLC • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    Travel Rehab : Physical Therapy Pleasant Prairie, WI.Location : Pleasant Prairie, WI.Shift Details : 8H Days (8 : 30 AM-4 : 30 PM). Length : 13 WEEKS 13 weeks.Apply for specific facilit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $2,164 to $2,419 per week in Dodgeville, WI

    Travel Occupational Therapist (OT) - $2,164 to $2,419 per week in Dodgeville, WI

    Prime Time Healthcare • Milwaukee, Wisconsin, US
    serp_jobs.job_card.full_time
    Now Hiring : Allied Healthcare Occupational Therapist - Dodgeville, WI.Contact us for Pay Information.Actual amount dependent upon market adjustments. Are you a passionate Allied Healthcare professio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,660 per week in Richland Center, WI

    Travel Physical Therapist (PT) - $2,660 per week in Richland Center, WI

    Medical Solutions • Milwaukee, Wisconsin, US
    serp_jobs.job_card.full_time
    A facility in Richland Center, WI is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Solutions Advisor Registration Candidate - Northern Chicago Market

    Financial Solutions Advisor Registration Candidate - Northern Chicago Market

    Bank of America • Vernon Hills, IL, United States
    serp_jobs.job_card.full_time
    Financial Solutions Advisor Registration Candidate - Northern Chicago Market.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you must be at ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    Curi RMB Capital • Lake Forest, IL, United States
    serp_jobs.job_card.full_time
    Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.Milwaukee / Lake Forest / Jackson Hole. Strong preference of working 3 days in the office.Salary + Target Bonus - $115,00...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    BCI - Brokerage Consultants Inc • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    The role offers a competitive base salary with additional bonus potential.A top-tier RIA in Milwaukee is seeking a Wealth Advisor to partner with Senior Advisors in designing customized financial p...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Wealth Advisor II

    Private Wealth Advisor II

    Old National Bank • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    Job Locations US-WI-Milwaukee Category / Function Trust / Wealth Management Position Type Regular Full-Time Requisition ID 2024-14694 Workplace Type On ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Pleasant Prairie, WI

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Pleasant Prairie, WI

    AlliedTravelNetwork • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Pleasant Prairie, Wisconsin, 53158!. Interested in this assignment? Or maybe you still have not found wh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,180 per week in Pleasant Prairie, WI

    Travel Physical Therapist (PT) - $2,180 per week in Pleasant Prairie, WI

    AlliedTravelCareers • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with AHS Staffing to find a qualified Physical Therapist (PT) in Pleasant Prairie, Wisconsin, 53158!. AHS Staffing is looking for a SNF Physical Therapist in Pleasant ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $1,686 to $2,032 per week in Pleasant Prairie, WI

    Travel Occupational Therapist (OT) - $1,686 to $2,032 per week in Pleasant Prairie, WI

    Fusion Medical Staffing • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    Travel Occupational Therapist (OT).Facility in Pleasant Prairie, Wisconsin.Fusion Medical Staffing is seeking a skilled Occupational Therapist for a 13-week travel assignment in Pleasant Prairie, W...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted