Job OverviewIf 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 four years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA 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 inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey 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 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration² As your new asset compensation and commissions increase over the first four years, salary will decreaseBenefits: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 four 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 CompensationSupplemental Starting Salary Range $38,500 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful 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 workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan 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/RequirementsCandidates 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 industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing: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/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. 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

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client’s planning and compliance needs. We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside RSM to achieve our clients’ goals.As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholdsAnticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as across line of business to build client relationships and support growthParticipate in prospective client proposals and intentionally plan to build new client relationshipsDelivers exceptional talent experience by building collaborative teams, developing and rewarding team membersParticipate in local and national committees focused on building technical expertise and strategic plansDevelop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvementDemonstrates alignment with RSM’s core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leaderBasic Qualifications:Bachelor’s degree in accounting or business-related fieldCPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals. Most recent years should include experience in leading all aspects of client engagements and driving growthProficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxationFamiliar with multi-state taxationStrong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectationsPreferred Qualifications:LL.M. in Taxation and/or Master’s in TaxationAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $137,700 - $276,700Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Remote Licensed Clinical Psychologist Wage: Between $90-$174 an hour Are you a Licensed Clinical Psychologist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: PSYPSYPPsyD Ready to get started We are excited to begin helping you if you are a fully-licensed Clinical Psychologist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Clinical Social Worker (LCSW) Wage: Between $90-$127 an hour Are you a Licensed Clinical Social Worker looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LCSWLICSWLCSCW Ready to get started We are excited to begin helping you if you are a fully-licensed Clinical Social Worker at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Clinical Social Worker (LCSW) Wage: Between $90-$127 an hour Are you a Licensed Clinical Social Worker looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LCSWLICSWLCSCW Ready to get started We are excited to begin helping you if you are a fully-licensed Clinical Social Worker at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Marriage and Family Therapist (LMFT) Wage: Between $90-$127 an hour Are you a Licensed Marriage and Family Therapist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LMFTLMFTSLCMFT Ready to get started We are excited to begin helping you if you are a fully-licensed Marriage and Family Therapist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Clinical Social Worker (LCSW) Wage: Between $90-$127 an hour Are you a Licensed Clinical Social Worker looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LCSWLICSWLCSCW Ready to get started We are excited to begin helping you if you are a fully-licensed Clinical Social Worker at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Marriage and Family Therapist (LMFT) Wage: Between $90-$127 an hour Are you a Licensed Marriage and Family Therapist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LMFTLMFTSLCMFT Ready to get started We are excited to begin helping you if you are a fully-licensed Marriage and Family Therapist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Professional Counselor (LPC) Wage: Between $90-$127 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LPCLPCCLCPCLCPCSLPCC-S Ready to get started We are excited to begin helping you if you are a fully-licensed professional counselor at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.

Remote Licensed Professional Counselor (LPC) Wage: Between $90-$127 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LPCLPCCLCPCLCPCSLPCC-S Ready to get started We are excited to begin helping you if you are a fully-licensed professional counselor at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.