Talent.com
Financial Consultant
Financial ConsultantEdward Jones • Westfield, NJ, United States
Financial Consultant

Financial Consultant

Edward Jones • Westfield, NJ, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Overview

This job posting is anticipated to remain open for 30 days, from 18-Nov-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

    [job_alerts.create_a_job]

    Financial Consultant • Westfield, NJ, United States

    [internal_linking.related_jobs]
    Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

    Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

    EisnerAmper • Iselin, NJ, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, O2C Financial Systems (Zuora)

    Manager, O2C Financial Systems (Zuora)

    Relativity • Newark, NJ, United States
    [job_card.full_time]
    This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing / Collections and Revenue Accounting teams' initiatives.Th...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Online Opinion Contributor for Financial Studies (Hiring Immediately)

    Online Opinion Contributor for Financial Studies (Hiring Immediately)

    Maxion Research • East Brunswick, New Jersey, US
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    Source One Technical Solutions • New Brunswick, NJ, United States
    [job_card.full_time]
    Pay Rate : up to $45 / hr on w2 (No C2C or 3rd parties).This is an opportunity for a candidate with experience in financial reporting as well as finance systems maintenance. To succeed on this role, th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Advisor

    Investment Advisor

    MassMutual Metro NY • Manalapan Twp, NJ, United States
    [job_card.full_time]
    We are seeking driven and client-focused individuals to join our team as.In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-wo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Finance - Financial Analyst

    Finance - Financial Analyst

    Hackensack • Edison, NJ, United States
    [job_card.full_time]
    Hackensack - 399 Thornall Street.Pride Global and its entities offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insura...[show_more]
    [last_updated.last_updated_30] • [promoted]
    SAP Finance Architect (Utilities)

    SAP Finance Architect (Utilities)

    Chesapeake Utilities Corporation • Newark, NJ, United States
    [job_card.full_time]
    SAP Finance Architect (Utilities).Hybrid Remote - periodic travel to Newark, DE.Must reside in OH, DE, MD, PA, VA, NC, GA, FL, TX, IL, or NJ. We are seeking an experienced SAP Finance Architect with...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Make Money from Home – Become a Financial Survey Analyst! (Hiring Immediately)

    Make Money from Home – Become a Financial Survey Analyst! (Hiring Immediately)

    Maxion Research • Highland Park, New Jersey, US
    [job_card.full_time] +1
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Financial Consultant - Millburn, NJ

    VP, Financial Consultant - Millburn, NJ

    Charles Schwab • Millburn, NJ, United States
    [job_card.full_time]
    Position Type : Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab () A...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    NetSuite Finance Techno-Functional Consultant (Florham Park)

    NetSuite Finance Techno-Functional Consultant (Florham Park)

    Genpact • Florham Park, NJ, US
    [job_card.full_time] +1
    Genpact (NYSE : G) is a global professional services and solutions firm delivering outcomes that shape the future.Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Performance Audit Senior Consultant (Remote)

    Performance Audit Senior Consultant (Remote)

    Blue Cross Blue Shield Association • Newark, NJ, United States
    [filters.remote]
    [job_card.full_time]
    The role ensure Plans' operations handle customer interactions accurately and promptly, leaving a positive brand impression. Execute audit programs and validate reported results.Present updates and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Sayreville, New Jersey, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Florham Park, NJ, United States
    [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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    FINANCIAL COUNSELOR

    FINANCIAL COUNSELOR

    Universal Health Services, Inc. • Summit, New Jersey, United States
    [job_card.full_time]
    Joint Commission), has been providing quality health care to adult, child and adolescent northeastern USA residents, since 1902. Summit Oaks has repeatedly been recognized in U.News & World Report, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst - ORTHO (Hybrid)

    Financial Analyst - ORTHO (Hybrid)

    MTF • Edison, NJ, United States
    [job_card.full_time]
    MTF Biologics processes tissue grafts from human donors that are used in a growing array of clinical applications – positively affecting lives across the globe. As a global nonprofit organization th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Farmingdale, NJ, United States
    [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...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst - Reporting

    Financial Analyst - Reporting

    Diamond Communications • Springfield, NJ, United States
    [job_card.full_time]
    Diamond Communications LLC ("Diamond") is a preeminent private wireless infrastructure company headquartered in Springfield, NJ. We are actively seeking a dynamic and motivated individual with stron...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Equitable Advisors LLC • Morristown, NJ, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]