US Experienced Financial Advisor
Edward Jones · Folsom, CA · 3 wk ago
On-siteFinance$50k/yrFull-time
About the role
Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, we serve over 9 million clients through 20,000 financial advisors in the U.S. and Canada. Our mission is to partner for positive impact, improving the lives of our clients and colleagues.
Key Responsibilities
- Develop and grow your own practice through face-to-face and virtual sourcing strategies.
- Understand and address clients' and prospective clients' needs to build trust and create personalized strategies.
- Oversee branch processes to ensure a high-quality client experience.
- Create a supportive and engaging environment within the branch.
- Complete ongoing training and maintain necessary licenses and registrations.
Benefits
- Comprehensive medical, dental, vision, and disability coverage.
- Flexible income continuation, life, and AD&D coverage.
- A 401(k) retirement plan and tax-advantaged accounts.
- Paid sick leave, time off, and bonuses.
- Profit sharing and participation in the firm's Travel Award Program.
- Employee Assistance Program.
Qualifications
- Series 7 and Series 66 required.
- Experience in financial services and in-depth knowledge of investment products.
- State insurance licenses preferred.
- Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
Pay and Schedule
No ceiling to your earning potential, with a multi-faceted compensation package tied to performance.
Schedule
The schedule is flexible to balance personal and professional lives.
Benefits
- Comprehensive medical, dental, vision, and disability coverage.
- Flexible income continuation, life, and AD&D coverage.
- A 401(k) retirement plan and tax-advantaged accounts.
- Paid sick leave, time off, and bonuses.
- Profit sharing and participation in the firm's Travel Award Program.
- Employee Assistance Program.
Candidate 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 and seeking the right solutions for clients.
- Comfortable with critical thinking and problem-solving.
- Passionate about new opportunities.
Equal Opportunity Employer
We are committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We celebrate diversity and are proud of our associates' contributions to the firm and the recognitions we have received.