Jobs · Finance · California

US Experienced Financial Advisor

Edward Jones · Chula Vista, CA · 3 wk ago
On-siteFinance$50k/yrFull-time

About the role

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Founded in 1919, we are privately-owned and committed to improving the lives of our clients and communities through partnerships.

Responsibilities

  • Develop and grow your own practice by building relationships through 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 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.
  • Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.

Requirements

  • Series 7 and Series 66 required.
  • 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®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualifications

  • Strong communications skills and self-starter attitude.
  • Loves 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.
  • Passionate about new opportunities.

Skills

  • Exceptional interpersonal and communication skills.
  • Ability to think critically and solve problems.
  • Strong organizational and time management skills.
  • Ability to manage multiple tasks and projects simultaneously.

Benefits

  • Medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
  • No-cost income continuation, basic life, and basic AD&D coverage.
  • 401(k) retirement plan, health savings account, and flexible spending account.
  • Flexible schedule and paid sick leave.
  • Opportunities for profitability bonuses, profit sharing, and incentive travel.
  • Paid medical and parental leave.
  • Participation in the firm's Travel Award Program.
  • Employee Assistance Program.

Pay

Earn salary, commissions, and new asset compensation with no ceiling to your earning potential and growth. Your compensation is tied to the effort you put in.

Schedule

The schedule is flexible to balance personal and professional lives, offering the best of both worlds.

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