Financial Advisor - Build Your Practice & Grow

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

Benefits offered by this job

Branch office training program

Job summary

Edward Jones is a Fortune 500 financial services firm focused on helping clients achieve long-term financial goals. The company emphasizes inclusive, client-first service and professional development within a supportive branch network across the U.S. and Canada.

This opening seeks individuals who want to build a personal practice with backing from a large, established team and robust training programs. The role involves training as a financial advisor, licensing, and growing a practice with

Qualifications

• Bachelor's degree or equivalent work experience in securities/financial services industry.
• Experience in financial services and/or sales.
• FINRA registrations or licenses required or obtainable.
• Willingness to obtain SIE, Series 7/66, and life licenses as applicable.

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

Sales experience

Relationship building

Communication skills

Education

Bachelor's degree or equivalent work-related experience in securities/financial services industry

Job description

Edward Jones is a Fortune 500 financial services firm focused on helping clients achieve long-term financial goals. The company emphasizes inclusive, client-first service and professional development within a supportive branch network across the U.S. and Canada.

This opening seeks individuals who want to build a personal practice with backing from a large, established team and robust training programs. The role involves training as a financial advisor, licensing, and growing a practice with