Experienced Financial Advisor: Grow Your Client Practice

Edward Jones; San Bernardino (CA); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Bonuses

Profit sharing

Travel awards

401k plan

Employee assistance program

Job summary

Edward Jones is hiring financial advisors to build and service client relationships across our U.S. network. You will develop personalized financial strategies and grow your practice with support from branch teams and regional offices.

You’ll complete required licensing and training, benefit from a broad compensation package with bonuses and profit sharing, and work in a collaborative, client-focused environment that values integrity and service.

Qualifications

• Series 7 and Series 66 are required.
• State insurance licenses preferred.
• CFP or CRPC designations are desirable.
• Experience in financial services with client relationships is valued.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing.
• Deeply understand clients' needs and concerns to deliver personalized strategies.
• Oversee branch processes to ensure a high-quality client experience and compliance.
• Engage the branch team to drive the branch business plan and results.
• Maintain ongoing training and regulatory registrations.

Skills

Communication skills

Relationship building

Self-motivation

Networking

Education

Series 7

Series 66

CFP

CRPC

Job description

Edward Jones is hiring financial advisors to build and service client relationships across our U.S. network. You will develop personalized financial strategies and grow your practice with support from branch teams and regional offices.

You’ll complete required licensing and training, benefit from a broad compensation package with bonuses and profit sharing, and work in a collaborative, client-focused environment that values integrity and service.