Financial Advisor: Build Your Own Client-Focused Practice

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

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid time off

Travel rewards

Job summary

Edward Jones invites experienced financial professionals to join a nationally established firm focused on client-first service and long-term relationships. You will build your own advisory practice with the backing of a dedicated branch team, home-office support, and thousands of colleagues across the network, while you grow through a structured training program and licensed status support.

The role blends independent business ownership with extensive corporate resources, including a

Qualifications

• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them 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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Skills

Communication skills

Relationship building

Sales experience

Self-motivation

Education

Bachelor's degree or equivalent

Job description

Edward Jones invites experienced financial professionals to join a nationally established firm focused on client-first service and long-term relationships. You will build your own advisory practice with the backing of a dedicated branch team, home-office support, and thousands of colleagues across the network, while you grow through a structured training program and licensed status support.

The role blends independent business ownership with extensive corporate resources, including a