Talent.com
US Experienced Financial Advisor
US Experienced Financial AdvisorEdward Jones • San Francisco, CA, United States
US Experienced Financial Advisor

US Experienced Financial Advisor

Edward Jones • San Francisco, CA, United States
2 days ago
Job type
  • Full-time
Job description

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.

Create a job alert for this search

Financial Advisor • San Francisco, CA, United States

Related jobs
Wealth Advisor - Schwab Wealth Advisory

Wealth Advisor - Schwab Wealth Advisory

Charles Schwab • San Francisco, California, US
Full-time
Position Type : Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor

Financial Advisor

San Francisco Federal Credit Union • San Francisco, CA, United States
Full-time
With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. San Francisco and San Mateo County....Show more
Last updated: 2 days ago • Promoted
Senior Financial Advisor

Senior Financial Advisor

Summitry • San Mateo, CA, United States
Full-time
Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment st...Show more
Last updated: 8 hours ago • Promoted • New!
Financial Solutions Advisor Registration Candidate- Silicon Valley Area

Financial Solutions Advisor Registration Candidate- Silicon Valley Area

Bank of America • San Carlos, CA, United States
Full-time
Financial Solutions Advisor Registration Candidate- Silicon Valley Area.Cupertino, California;Mountain View, California; Menlo Park, California. Cupertino, California; Palo Alto, California; Sunnyv...Show more
Last updated: 2 days ago • Promoted
Financial Professional - CA, San Francisco (4081)

Financial Professional - CA, San Francisco (4081)

Equitable Services • San Francisco, CA, United States
Full-time
Financial Professional - CA, San Francisco (4081) ( 220000VC ).UNITED STATES-CA-San Francisco.Our network of over 4,300 financial professionals across the U. In total, ​​Equitable​ Advisors serves 2...Show more
Last updated: 2 days ago • Promoted
Financial Advisor

Financial Advisor

Empirical Wealth Management • San Mateo, California, United States, 94402
Full-time
About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...Show more
Last updated: 30+ days ago
Financial Advisor

Financial Advisor

Fidelity Investments • Woodacre, CA, United States
Full-time
If you want to focus on nurturing client relationships and creating comprehensive financial plans rather than sourcing new clients, consider joining a leading team in the financial industry.At Fide...Show more
Last updated: 2 days ago • Promoted
Financial Advisor - San Francisco Federal Credit Union

Financial Advisor - San Francisco Federal Credit Union

LPL Financial Holdings, Inc. • San Francisco, CA, United States
Full-time
San Francisco Federal Credit Union.Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients....Show more
Last updated: 2 days ago • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie Grayem • Union City, CA, United States
Full-time
Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support.We are seeking a highly motivated, licensed, and client-focused.This is a uni...Show more
Last updated: 2 days ago • Promoted
Financial Advisor

Financial Advisor

Redwood Credit Union • San Rafael, CA, United States
Full-time
Redwood Credit Union is looking for a Financial Advisor who will provide investment, retirement, annuity, advisory, educational investment planning, and advice, as licensed, to Members in an assign...Show more
Last updated: 2 days ago • Promoted
Financial Professional - CA, San Francisco (5116)

Financial Professional - CA, San Francisco (5116)

Equitable Services • San Francisco, CA, United States
Full-time
Financial Professional - CA, San Francisco (5116) ( 240000C3 ).UNITED STATES-CA-San Francisco.Our network of over 4,300 financial professionals across the U. In total, ​​Equitable​ Advisors serves 2...Show more
Last updated: 2 days ago • Promoted
Financial Advisor - Greater San Francisco Bay Area

Financial Advisor - Greater San Francisco Bay Area

Thrivent Financial • San Francisco, CA, United States
Full-time
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show more
Last updated: 2 days ago • Promoted
Financial Advisor

Financial Advisor

Northwestern Mutual • San Francisco, CA, United States
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
Last updated: 2 days ago • Promoted
Financial Advisor

Financial Advisor

Edward Jones • Castro Valley, CA, United States
Full-time
This job posting is anticipated to remain open for 30 days, from 29-Sep-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
Last updated: 2 days ago • Promoted
Financial Advisor

Financial Advisor

UBS • San Francisco, CA, United States
Full-time
Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? Do you have experience as a licensed financial ...Show more
Last updated: 2 days ago • Promoted
Financial Advisor (m / w / d)

Financial Advisor (m / w / d)

Edward Jones • Castro Valley, CA, United States
Full-time
This job posting is anticipated to remain open for 30 days, from 29-Sep-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
Last updated: 2 days ago • Promoted
Financial Advisor

Financial Advisor

Northwestern Mutual Life Insurance Company • San Francisco, CA, United States
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
Last updated: 2 days ago • Promoted
Lead Financial Advisor

Lead Financial Advisor

Claire Myers Consulting • San Francisco, CA, United States
Full-time
Remote-but local in CA (ideally Bay Area or Los Angeles).Our client is a fast-growing, SEC-registered RIA with over half a billion in assets under management, serving tech professionals, founders, ...Show more
Last updated: 2 days ago • Promoted