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Financial Consultant
Financial ConsultantEdward Jones • Grass Valley, CA, United States
Financial Consultant

Financial Consultant

Edward Jones • Grass Valley, CA, United States
5 days ago
Job type
  • Full-time
Job description

Job Overview

This job posting is expected to stay open for 30 days, starting from 14-Nov-2025. Please note that the posting may close early depending on the amount of applicants.

If you are seeking a new direction in your professional journey, consider a career as a financial consultant. In this role, you will work closely with clients to help them meet their long-term financial objectives, including retirement planning, wealth building, estate planning, and education funding. As a financial consultant with Edward Jones, you will have the opportunity to establish and develop your own practice, backed by a strong branch team, supportive home-office team, and a network of experienced regional financial advisors. With over 100 years of industry expertise, we take pride in having more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial consultants are valued partners, and we attribute much of our success to their diverse experiences and backgrounds. We are committed to fostering an inclusive environment where varied perspectives contribute to our results. Financial consultants lead their branch teams to serve clients and help us fulfill our mission. They possess a deep understanding of their clients' aspirations, fostering trust and ensuring clients stay on track toward their goals. At Edward Jones, you have the opportunity to make a meaningful impact on clients' lives while striving together towards their long-term financial objectives, all while contributing positively to your community.

Support and Resources You'll Receive :

  • Comprehensive paid training – Get registered, licensed, and learn the skills of a financial consultant through our top-rated training program.
  • Starting salary support for the first five years as you grow your practice.
  • A branch office provided by the firm located in your community.
  • Operational support from your branch team to allow you to focus on client relationships.
  • An extensive support network from your branch office to the home office with thousands of team members eager to assist you.

Your Expectations :

  • Your earning potential is unlimited and is directly tied to your efforts and achievements.
  • A compensation package that includes commissions, profit sharing, and potential travel incentives.
  • Work-life flexibility to help you achieve balance between your personal and professional life.
  • Opportunities for continuous improvement and professional growth.
  • Key Responsibilities :

  • Establish relationships to attract new clients using face-to-face and virtual engagement strategies, including networking, referrals, and public speaking.
  • Thoroughly understand the needs, priorities, and concerns of clients to build trust and create comprehensive financial strategies tailored to their goals.
  • Oversee branch processes and operations to ensure a quality client experience, adhering to all regulatory and ethical guidelines.
  • Collaborate with the branch team to develop, monitor, and refine the business plan for enhanced effectiveness and desired outcomes.
  • Foster a collaborative and engaging branch environment characterized by trust, respect, and accountability.
  • Desired Characteristics of a Successful Financial Consultant :

  • A strong interest in financial services and markets.
  • A passion for learning and overcoming challenges, with a determination to succeed.
  • Ability to build long-term relationships.
  • Critical thinking skills.
  • A eagerness to seize new opportunities.
  • Qualifications :

  • A bachelor’s degree is preferred, or equivalent experience in the financial services industry.
  • Prior experience in financial services and / or sales is beneficial.
  • Possession of financial services registrations, licenses, or certifications is advantageous.
  • Demonstrated career progression in a professional or military setting.
  • Licensing Requirements :

  • An SIE (which can be acquired without firm sponsorship), Series 7, and Series 66 licenses are required; if not currently registered, you can obtain these through Edward Jones during your paid study period.
  • FINRA registrations must be obtained within three months. State insurance licenses are also necessary.
  • Ongoing training from the firm and regulatory bodies is mandatory to maintain licenses in good standing.
  • Join Edward Jones, a Fortune 500 company where we prioritize people and client satisfaction over shareholder gains. With over 9 million clients served and 20,000 financial consultants across the U.S. and Canada, we are a prestigious private firm that emphasizes contribution and belonging.

    We strive to enhance lives and communities through partnerships. Our culture is innovative and inclusive, dedicated to developing talent and ensuring performance excellence. We welcome you to explore how you can make a difference as part of our team.

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    Financial Consultant • Grass Valley, CA, United States

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