Financial Advisor
Finance representative job at Strategies for Wealth
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
About Us Strategies for Wealth Management
At Strategies for Wealth Management, we help clients Protect, Preserve, and Grow their wealth. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence.
We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding clients toward financial security.
At Strategies for Wealth Management, we believe that retirement should be stress-free, simple, and secureand were committed to helping our clients achieve that every step of the way.
What We Offer
Medical, Dental, Vision, 401(k)
Salary Plus Commission
No Cold Calling or High-Pressure Sales Focus on building relationships with clients who genuinely need guidance and value a conservative approach to wealth management.
Turnkey Process & Proven Strategies Leverage a structured approach that simplifies client success and builds long-term financial security.
Unlimited Growth Potential Competitive base salary + performance-based incentives, with opportunities to expand your book of business in a supportive, non-sales-driven culture.
Access to Top-Tier Products & Tools Work with leading insurance carriers and financial solutions to provide clients with the best possible strategies for protecting, preserving, and growing their wealth.
Continuous Learning & Development Ongoing training, mentorship, and professional development to help you stay ahead in an evolving industry.
What Were Looking For
At Strategies for Wealth Management, we are looking for a dedicated and client-focused Financial Advisor who shares our mission to Protect, Preserve, and Grow our clients wealth. The ideal candidate will have:
Experience: 2+ years in financial advising, insurance sales, or wealth protection strategies, with a focus on annuities, life insurance, and long-term care planning.
Licensing: Active Life & Health Insurance License (Series 65 or CFP is a plus but not required).
Client-First Mentality: A fiduciary mindset, prioritizing long-term client relationships over short-term sales.
Strong Communication Skills: Ability to explain complex financial concepts in a way that is clear, simple, and relatable to pre-retirees and retirees.
Passion for Retirement Planning: A deep understanding of retirement income strategies, asset protection, and risk mitigation.
Self-Motivated & Results-Driven: Ability to manage client relationships independently while being an integral part of a collaborative team.
Ethical & Professional Approach: High integrity, a strong work ethic, and a commitment to putting clients best interests first.
Growth-Oriented Mindset: Eager to learn, adapt, and grow in an evolving industry with access to the latest tools and strategies.
What Youll Do
As a Financial Advisor Insurance Specialist at Strategies for Wealth Management, you will play a crucial role in helping clients Protect, Preserve, and Grow their wealth by designing insurance-based financial solutions for a secure retirement. Your responsibilities will include:
Educate & Advise Clients Guide pre-retirees and retirees (50+) on insurance strategies that provide long-term financial security, including annuities, life insurance, and long-term care solutions.
Develop Customized Strategies Assess clients' financial situations and create tailored plans to help them reduce market risk, secure guaranteed income, and minimize tax liabilities.
Protect Retirement Savings Help clients avoid common retirement pitfalls such as outliving their savings, unexpected healthcare costs, and market downturns.
Build Long-Term Relationships Act as a trusted advisor, providing ongoing guidance to ensure clients stay on track with their financial goals.
Stay Informed Keep up with the latest insurance products, industry trends, and financial strategies to offer best-in-class solutions that align with clients' needs.
Collaborate with Our Team Work closely with our financial planning professionals to integrate insurance solutions into comprehensive retirement plans.
If you're looking for a career where you can truly help clients secure their future while growing professionally in a values-driven firm, we'd love to hear from you!
Financial Advisor
Queensbury, NY jobs
This job posting is anticipated to remain open for 30 days, from 01-Dec-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
Financial Advisor
Troy, NY jobs
This job posting is anticipated to remain open for 30 days, from 10-Dec-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
Financial Advisor
Warwick, NY jobs
This job posting is anticipated to remain open for 30 days, from 09-Dec-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
Financial Advisor
Lancaster, NY jobs
This job posting is anticipated to remain open for 30 days, from 10-Dec-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
Financial Advisor
Port Jervis, NY jobs
This job posting is anticipated to remain open for 30 days, from 02-Dec-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
Financial Advisor
Stamford, CT jobs
This job posting is anticipated to remain open for 30 days, from 22-Dec-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
Financial Advisor
Rochester, NY jobs
This job posting is anticipated to remain open for 30 days, from 10-Dec-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
Financial Advisor
Watkins Glen, NY jobs
This job posting is anticipated to remain open for 30 days, from 28-Jul-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
Remote Equity Trader Position
Stamford, CT jobs
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyEquity Trader Position
Wilton, CT jobs
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyProprietary Equity Traders Wanted
Greenwich, CT jobs
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyProprietary Equity Trader Position
Hartford, CT jobs
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyProprietary Equity Trader Position
New Haven, CT jobs
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyProprietary US Equities Trader/Active
New York, NY jobs
About the Job:
Hold Brothers Capital, LLC, is a FINRA Registered, SEC, Self-Clearing Broker Dealer. We strive to be a complete destination for traders looking to maximize their performance in today's financial markets. We trade the US Equity Markets only. Our proprietary traders focus primarily on technical analysis to develop their trading strategies. By utilizing multiple time-frames, our traders exercise position, swing, and intraday trading styles to maximize returns based on market conditions. We aim to help traders become successful by providing premier technology, and a highly professional, value added environment.
Requirements
Competitive Advantages Include:
Buying power based on experience and performance. Example: 50/1 Intra-Day
Opportunity to Trade Firm Capital based on past experience/track record
Our Cost and Fee Structures are the Best in the Business
Access to High frequency, and Black Box infrastructures
Use of our own internal execution platform (GrayBox) Built by traders, and in-house developers. Also highly customizable upon trader request.
First class, in-house tech support, and connectivity
Remote trading available
Self-Clearing Capabilities (which will reduce monthly costs to the Traders)
Equity “Prop” Traders with Hold Brothers Capital LLC, are required to be registered, and licensed with our broker-dealer in order to trade at the firm. Either, an active Series 7 and Series 55, Series 56, or 57 are required. We can provide Series 57 exam sponsorship to qualified candidates. Retail “Pattern Day Traders” are not required to be registered, and licensed with our broker-dealer. They must maintain a balance of $25,000 USD in order to continue actively trading.
Benefits
Medical, Dental, Vision, Paid Time Off
Highly Competitive (Up to 99%) Monthly Payout based on Performance.
You can get paid twice within a month. (We are the only firm that offers Bi-Weekly Payments.)
Auto-ApplyInvestment Banker - Healthcare Services - Vice President
New York jobs
We are seeking an experienced Vice President to join our industry leading investment banking team.
As a Vice President in Healthcare Services Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role.
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity; Ability to comfortably interact with clients in a professional and mature manner
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Auto-ApplyInvestment Banker - Life Sciences Tools & Diagnostics - Vice President
New York jobs
We are seeking an experienced Vice President to join our industry-leading Healthcare Investment Banking team.
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals, with an emphasis on the Life Sciences Tools & Diagnostics sub-sector
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Bachelor's degree required
Auto-ApplyInvestment Banking- United States - 2026 ReEntry Program
Boston, MA jobs
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyHead of Systematic Futures Team (USA)
Stamford, CT jobs
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
Requirements
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer.
Auto-ApplyHead of Systematic Futures Team (USA)
Stamford, CT jobs
Job Description
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
Requirements
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer.