Ambitious Financial Advisor – Build Your Client Practice

Edward Jones; Santee (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid training and support

Medical, dental, and vision benefits

401(k) retirement plan

Paid sick leave and time off

Travel award program

Job summary

Edward Jones is seeking a dedicated Financial Advisor in Santee, California, to help clients achieve their long-term financial goals. This role involves building relationships, understanding clients’ needs, and ensuring compliance with regulations.

The ideal candidate will have a strong interest in financial services, strong relationship-building skills, and must obtain necessary licensing. The position offers excellent benefits including paid training, salary support during the first five years, and no earning ceiling based on effort.

Qualifications

• Must have SIE, Series 7, and Series 66 licensing.
• Ongoing training for license maintenance.
• State insurance licenses required.

Responsibilities

• Build relationships to acquire new clients.
• Understand clients’ needs for personalized strategies.
• Ensure compliance with policies and regulations.
• Collaborate with branch team on business plans.
• Create a high-engagement environment.

Skills

Bachelor’s degree or equivalent work experience

Financial services and/or sales experience

Long-term relationship building

Critical thinking

Passion for learning and challenges

Education

Bachelor’s degree or equivalent

Job description

Edward Jones is seeking a dedicated Financial Advisor in Santee, California, to help clients achieve their long-term financial goals. This role involves building relationships, understanding clients’ needs, and ensuring compliance with regulations.

The ideal candidate will have a strong interest in financial services, strong relationship-building skills, and must obtain necessary licensing. The position offers excellent benefits including paid training, salary support during the first five years, and no earning ceiling based on effort.