Jobs · Finance · California

US Experienced Financial Advisor

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

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, the firm serves over 9 million clients through its network of 20,000 financial advisors in the U.S. and Canada. The firm's mission is to partner for positive impact, improving the lives of clients and colleagues alike.

Key Responsibilities

  • Develop and grow your own practice through face-to-face and virtual sourcing strategies, including residential, business, networking, introductions, referrals, and social media outreach.
  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to build 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.
  • Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

  • 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 (provided at no cost)
  • 401(k) retirement plan, health savings account, and flexible spending account
  • Flexible schedule and paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel
  • Employee Assistance Program

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®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™

Qualifications

  • Strong communications skills and self-starter mentality
  • 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 thinking critically and possessing sound judgment

Benefits

  • Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage
  • Income continuation, basic life, and basic AD&D coverage provided at no cost to financial advisors
  • 401(k) retirement plan, health savings account, and flexible spending account
  • Flexibility in schedule and paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel
  • Employee Assistance Program

Pay and Schedule

  • No ceiling to your earning potential and growth, with compensation tied to effort and performance
  • Multi-faceted compensation package including opportunities for profitability bonuses, profit sharing, and incentive travel
  • The flexibility to balance personal and professional lives

Benefits Available to Financial Advisors

  • Visit the benefits page for more details

Equal Opportunity Employer

Edward Jones is committed to creating a workplace where everyone feels welcome and included. The firm values diversity and recognizes the importance of diverse perspectives in achieving its mission. We strive to provide equal opportunities for all qualified candidates regardless of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law.

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