Financial Advisor: Build Your Independent Client Practice

Edward Jones; Santa Maria (CA); On-site; USD 45,000 - 100,000; Full time

Job summary

Edward Jones in the United States seeks motivated individuals to become financial advisors, helping clients pursue long-term financial goals. You’ll build client relationships, work with a branch team, and develop personalized investment strategies.

This role offers paid training, a starting salary, a branch office, and a clear growth path through commissions and new assets under management, all within a supportive, client-first firm.

Qualifications

• Bachelor's degree strongly preferred or equivalent work-related experience within the securities/financial services industry (as stated).
• Financial services and/or sales experience required.
• Financial services licensing or certification required or in progress.
• Professional and/or military career progression considered.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs to create personalized, comprehensive strategies.
• Oversee branch processes to ensure high-quality client experience and compliance.
• Engage the branch team to execute the branch business plan and achieve results.
• Create an engaging branch environment based on trust, respect, feedback and accountability.

Skills

Sales experience

Strong communication

Education

Bachelor's degree or equivalent in securities/financial services

Licensing or certifications in financial services

Tools

FINRA registrations

Job description

Edward Jones in the United States seeks motivated individuals to become financial advisors, helping clients pursue long-term financial goals. You’ll build client relationships, work with a branch team, and develop personalized investment strategies.

This role offers paid training, a starting salary, a branch office, and a clear growth path through commissions and new assets under management, all within a supportive, client-first firm.