Talent.com
Financial Advisor (m/w/d)
Financial Advisor (m/w/d)Edward Jones • Sonoma, CA, United States
Financial Advisor (m / w / d)

Financial Advisor (m / w / d)

Edward Jones • Sonoma, CA, United States
8 hours ago
Job type
  • Full-time
Job description

Job Overview

This job posting is anticipated to remain open for 30 days, from 14-Nov-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

    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 : .30.2024.pdf .

    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

    Create a job alert for this search

    Financial Advisor • Sonoma, CA, United States

    Related jobs
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Saint Helena, California, US
    Remote
    Temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...Show more
    Last updated: 30+ days ago • Promoted
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Saint Helena, California, US
    Part-time +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Sonoma, CA, US
    Full-time
    Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    EP Wealth Advisors • Berkeley, CA, United States
    Full-time
    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers o...Show more
    Last updated: 10 days ago • Promoted
    Financial Auditor

    Financial Auditor

    TradeJobsWorkForce • 94710 Berkeley, CA, US
    Full-time
    Financial Auditor Job Duties : Plans financial audits by understanding organization objectives, ...Show more
    Last updated: 30+ days ago • Promoted
    M&A Tax Senior Manager - Partnership Consulting & Modeling

    M&A Tax Senior Manager - Partnership Consulting & Modeling

    Moss Adams LLP • Napa, CA, United States
    Full-time
    M&A Tax Senior Manager - Partnership Consulting & Modeling.At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care-about you, about our clients, a...Show more
    Last updated: 24 days ago • Promoted
    Adult & Family Medicine Virtual Care Physician

    Adult & Family Medicine Virtual Care Physician

    The Permanente Medical Group, Inc. • Sonoma, CA, United States
    Full-time
    Adult & Family Medicine Virtual Care Physician Opportunities with Kaiser Permanente throughout Northern California and Central California. Fulfilling the promise of medicine.Kaiser Permanente / The ...Show more
    Last updated: 30+ days ago • Promoted
    Investment Associate (Venture Focus) for Family Office

    Investment Associate (Venture Focus) for Family Office

    Hunter SF • Sonoma, CA, United States
    Full-time
    Our client, a lean family office, is seeking an intellectually curious, motivated, and hard-working associate with a passion for investing and technology to join their dynamic team.The Associate wi...Show more
    Last updated: 21 days ago • Promoted
    Physician / Psychiatry / California / Permanent / Adult & C&A Psychiatrist - Locums - San Francisco,

    Physician / Psychiatry / California / Permanent / Adult & C&A Psychiatrist - Locums - San Francisco,

    MPLT Healthcare • Napa, CA, US
    Permanent
    Adult & Child / Adolescent Psychiatrist.MPLT Healthcare is looking for physicians who.Understand the Urgency, Never Give Up,. We have numerous opportunities for an experienced Adult & Child / Adolescent...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Napa, CA, US
    Full-time
    Wealth Advisor Position At Mechanics Bank.LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs.This exciting opportu...Show more
    Last updated: 30+ days ago • Promoted
    Remote Investment Analyst - AI Trainer ($50-$60 / hour)

    Remote Investment Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Napa, CA, United States
    Remote
    Full-time +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 ...Show more
    Last updated: 3 days ago • Promoted
    Patient Financial Advisor

    Patient Financial Advisor

    Kaiser Permanente • El Sobrante, CA, US
    Full-time
    Under direct supervision, the Patient Financial Advisor (PFA) is a professional responsible for identifying appropriate financial sponsorship for members and non-members and determining their cost ...Show more
    Last updated: 6 days ago • Promoted
    Sr. Lending Advisor

    Sr. Lending Advisor

    Mechanics Bank • Napa, CA, United States
    Full-time
    Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.This role will be working on-site in either our Walnut Creek, Roseville or Irvine of...Show more
    Last updated: 16 days ago • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Vallejo, CA, United States
    Remote
    Full-time +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 ...Show more
    Last updated: 3 days ago • Promoted
    Remote Tax Advisor - Small Business Advisory (EA / CPA)

    Remote Tax Advisor - Small Business Advisory (EA / CPA)

    JDA TSG • Berkeley, CA, United States
    Remote
    Full-time
    A leading tax advisory firm in the U.Tax Advisor to provide proactive tax guidance to small business clients.This fully remote role requires EA or CPA credentials and 1-3 years of relevant experien...Show more
    Last updated: 3 days ago • Promoted
    Executive Search - Engagement Manager, Financial Services

    Executive Search - Engagement Manager, Financial Services

    Heidrick & Struggles • Sonoma, CA, United States
    Full-time
    Heidrick & Struggles (Nasdaq : HSII) is a premier provider of global leadership advisory and on-demand talent solutions, serving the senior-level talent and consulting needs of the world's top organ...Show more
    Last updated: 7 days ago • Promoted
    M&A Private Equity Attorney

    M&A Private Equity Attorney

    Lateral Link • Sonoma, CA, United States
    Full-time
    Run sponsor-side transactions end-to-end.Draft, negotiate, and lead core workstreams across buyouts, add-ons, minority / growth investments, venture rounds, recapitalizations, exits, and executive eq...Show more
    Last updated: 21 days ago • Promoted
    M&A Tax Manager - Partnership Consulting & Modeling

    M&A Tax Manager - Partnership Consulting & Modeling

    Moss Adams LLP • Napa, CA, United States
    Full-time
    M&A Tax Manager - Partnership Consulting & Modeling.At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care-about you, about our clients, and abou...Show more
    Last updated: 24 days ago • Promoted