Financial Advisor — Build Your Client-Centered Practice

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

Benefits offered by this job

Comprehensive benefits package

401(k) retirement plan

Employee Assistance Program

Job summary

Edward Jones is seeking a Financial Advisor in San Bernardino, California, to build your own practice with robust support from regional and home office teams.

The role involves developing client relationships through various sourcing strategies, creating tailored financial strategies, and ensuring a streamlined, compliant client experience. With an earnings range from $50,000 to $125,000, this position offers potential for unlimited compensation based on your efforts.

Qualifications

• Experience in financial services with clients.
• In-depth knowledge of investment products.
• Track record of success in financial advising.

Responsibilities

• Build client relationships using various strategies.
• Create personalized financial strategies for clients.
• Ensure compliance with firm policies and regulations.
• Engage the team in business planning and effectiveness.

Skills

Strong communication skills

Self-starter

Long-term relationship building

Critical thinking

Adaptability

Education

Series 7 and Series 66

State insurance licenses preferred

Professional designations such as CFP® or CRPC®

Job description

Edward Jones is seeking a Financial Advisor in San Bernardino, California, to build your own practice with robust support from regional and home office teams.

The role involves developing client relationships through various sourcing strategies, creating tailored financial strategies, and ensuring a streamlined, compliant client experience. With an earnings range from $50,000 to $125,000, this position offers potential for unlimited compensation based on your efforts.