Talent.com
US Experienced Financial Advisor

US Experienced Financial Advisor

Edward JonesStockton, CA, United States
Hace 9 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

We're bullish about your future here.

Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't : our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.

Job Overview

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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.

Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.

Key Responsibilities

Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.

As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

A firm-provided branch office in the community.

Client support to help lighten the load so you can focus on your clients.

A support network that extends from your client support team 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.

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 () .

Earn salary, commissions, new asset compensation

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel

The flexibility that you need to balance your personal and professional lives - the best of both worlds

As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator ()

Hiring Minimum $50,000

Hiring Maximum $125,000

Applications for this role are accepted on an ongoing basis.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

Skills / Requirements

Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.

What characteristics would make you a successful financial advisor?

Strong communications skills and self-starter

Love of learning and challenges, including determination to succeed

Skilled in long-term relationship building

Adaptable to new information seeking the right solutions for clients

Comfortable in your ability to think critically

Passion for new opportunities

Candidate qualifications :

Series 7 and Series 66 required

Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success

State insurance licenses preferred

Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and / or CRPC™ or Chartered Retirement Planning Counselor™

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.

Crear una alerta de empleo para esta búsqueda

Financial Advisor • Stockton, CA, United States

Ofertas relacionadas
  • Oferta promocionada
Financial Advisor

Financial Advisor

TradeJobsWorkforce94230 Sacramento, CA, US
A tiempo completo
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Financial Wealth Advisor - Greater Washington, DC / Northern VA

Financial Wealth Advisor - Greater Washington, DC / Northern VA

Corebridge FinancialSalida, CA, US
A tiempo completo
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Mostrar másÚltima actualización: hace 5 días
  • Oferta promocionada
Travel Occupational Therapist (OT) - $1,106 to $1,306 per week in Dixon, CA

Travel Occupational Therapist (OT) - $1,106 to $1,306 per week in Dixon, CA

AlliedTravelCareersDixon, CA, US
A tiempo completo
AlliedTravelCareers is working with Ventura MedStaff to find a qualified Occupational Therapist (OT) in Dixon, California, 95620!. Are you ready to take your Travel career to the next level? See pl...Mostrar másÚltima actualización: hace 1 día
  • Oferta promocionada
Travel Occupational Therapist (OT) in Dixon, CA

Travel Occupational Therapist (OT) in Dixon, CA

AlliedTravelCareersDixon, CA, US
A tiempo completo
AlliedTravelCareers is working with Marvel Medical Staffing to find a qualified Occupational Therapist (OT) in Dixon, California, 95620!. Specialty : Occupational Therapist.Weekly gross pay : Contact ...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Financial Advisor

Financial Advisor

Edward JonesStockton, CA, US
A tiempo completo
This job posting is anticipated to remain open for 30 days, from 10-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Mostrar másÚltima actualización: hace 4 días
  • Oferta promocionada
Financial Coach (UAE)

Financial Coach (UAE)

IntellectStockton, CA, US
A tiempo completo
Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Coach, where you'll help clients make informed, strategic decisions to build a secure f...Mostrar másÚltima actualización: hace 6 días
  • Oferta promocionada
Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Tracy, CA

Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Tracy, CA

AlliedTravelCareersTracy, CA, US
A tiempo completo
AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Tracy, California, 95304!.Though your CompHealth recruiter will be your single point of contact, they a...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Travel Occupational Therapist (OT) - $1,846 to $2,481 per week in Dixon, CA

Travel Occupational Therapist (OT) - $1,846 to $2,481 per week in Dixon, CA

AlliedTravelCareersDixon, CA, US
A tiempo completo
AlliedTravelCareers is working with Convergence Medical Staffing to find a qualified Occupational Therapist (OT) in Dixon, California, 95620!. Job Therapist,Therapy / Rehabilitation - Occupational Th...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce95830 Vineyard, CA, US
A tiempo completo
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Travel Physical Therapist (PT) - $2,550 per week in Tracy, CA

Travel Physical Therapist (PT) - $2,550 per week in Tracy, CA

AlliedTravelCareersTracy, CA, US
A tiempo completo
AlliedTravelCareers is working with Windsor Healthcare Recruitment Group, Inc.Physical Therapist (PT) in Tracy, California, 95376!. Will consider traveler with CA license pending • NEW GRADS WELCOME!...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Travel Psychology - $5,526 per week in Ione, CA

Travel Psychology - $5,526 per week in Ione, CA

AlliedTravelCareersIone, CA, US
A tiempo completo
AlliedTravelCareers is working with Care Career to find a qualified Psychology in Ione, California, 95640!.Duties / Responsibilities shall include, but are not limited to : Psychologist.Provide psycho...Mostrar másÚltima actualización: hace 28 días
  • Oferta promocionada
Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Tracy, CA

Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Tracy, CA

AlliedTravelCareersTracy, CA, US
A tiempo completo
AlliedTravelCareers is working with CompHealth to find a qualified Occupational Therapist (OT) in Tracy, California, 95304!. CompHealth exists to make the locums process easier.Not only will we sear...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Travel Occupational Therapist (OT) - $2,402 per week in Stockton, CA

Travel Occupational Therapist (OT) - $2,402 per week in Stockton, CA

AlliedTravelCareersStockton, CA, US
A tiempo completo
AlliedTravelCareers is working with AHS Staffing to find a qualified Occupational Therapist (OT) in Stockton, California, 95204!. AHS Staffing is looking for a SNF Occupational Therapist in Stockton...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Travel Occupational Therapist (OT) - $2,263 per week in Stockton, CA

Travel Occupational Therapist (OT) - $2,263 per week in Stockton, CA

AlliedTravelCareersStockton, CA, US
A tiempo completo
AlliedTravelCareers is working with AHS Staffing to find a qualified Occupational Therapist (OT) in Stockton, California, 95210!. AHS Staffing is looking for a Home Health Occupational Therapist in ...Mostrar másÚltima actualización: hace 1 día
  • Oferta promocionada
Travel Occupational Therapist (OT) - $975 to $1,153 per week in Dixon, CA

Travel Occupational Therapist (OT) - $975 to $1,153 per week in Dixon, CA

AlliedTravelCareersDixon, CA, US
A tiempo completo +1
AlliedTravelCareers is working with Aya Healthcare to find a qualified Occupational Therapist (OT) in Dixon, California, 95620!. Aya Education has an immediate opening for the following position : .St...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Remote Finance Director - AI Trainer ($50-$60 / hour)

Remote Finance Director - AI Trainer ($50-$60 / hour)

Data AnnotationLivermore, California
Teletrabajo
A tiempo completo +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Mostrar másÚltima actualización: hace 21 días
  • Oferta promocionada
Travel Certified Occupational Therapist Assistant (COTA) - $1,021 to $1,053 per week in Dixon, CA

Travel Certified Occupational Therapist Assistant (COTA) - $1,021 to $1,053 per week in Dixon, CA

AlliedTravelCareersDixon, CA, US
A tiempo completo
AlliedTravelCareers is working with Pioneer Healthcare Services to find a qualified Certified Occupational Therapist Assistant (COTA) in Dixon, California, 95620!. Certified Occupational Therapy Ass...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Travel Occupational Therapist (OT) - $2,042 to $2,242 per week in Stockton, CA

Travel Occupational Therapist (OT) - $2,042 to $2,242 per week in Stockton, CA

AlliedTravelCareersStockton, CA, US
A tiempo completo
AlliedTravelCareers is working with Ventura MedStaff to find a qualified Occupational Therapist (OT) in Stockton, California, 95209!. Are you ready to take your Travel career to the next level? See...Mostrar másÚltima actualización: hace más de 30 días