Financial Advisor - Career Change Opportunity

Ex-MilitaryCareers.com USA; Alameda, California, Oakland (CA, MO, CA); On-site; USD 45,000 - 100,000; Full time

Job summary

An established industry player is seeking dynamic financial advisors to join their team. This role offers the opportunity to build and grow your own practice while receiving comprehensive support and training. Advisors will engage with clients to help them achieve their financial goals, utilizing a variety of sourcing strategies. With a commitment to professional development and a culture of continuous improvement, this position provides the potential for unlimited earnings based on performance. Join a firm that values diversity and is dedicated to making a positive impact in the community.

Benefits

Paid Training

Flexible Scheduling

Medical Benefits

401k Plan

Paid Time Off

Potential Bonuses

Employee Assistance Programs

Paid Parental Leave

Qualifications

• Candidates should have a bachelor's degree or equivalent experience in financial services.
• Successful advisors excel in relationship building and critical thinking.

Responsibilities

• Build relationships and acquire new clients through various sourcing strategies.
• Understand clients' needs to develop personalized strategies.

Skills

Ambition

Self-Motivation

Relationship Building

Critical Thinking

Interest in Financial Markets

Education

Bachelor's Degree in Finance

Financial Services Experience

Sales Experience

Job description

Job Overview

This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants.

If you are at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals such as retirement, wealth building, estate strategies, and funding education. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team, and other regional advisors. With over 100 years of history, we are proud to serve more clients through our offices in the U.S. and Canada than any other investment firm.

Our financial advisors are valued partners, and we credit much of our success to their diverse experiences and professional backgrounds. We foster an inclusive environment where different viewpoints help achieve results. Advisors lead their branch teams to serve clients and contribute to the firm's purpose. They understand client goals deeply, which helps build trust and keeps clients on track. Edward Jones aims to positively impact clients' lives and enable advisors to make a difference in their communities.

Support and Benefits

We provide comprehensive support, including:

• Paid training to get registered and licensed, with top industry training programs.
• A salary for the first five years as you build your practice.
• A firm-provided branch office in your community.
• Branch support to help manage your workload and focus on clients.
• A support network extending from your branch to the regional and home office levels.

Additional benefits include:

• Unlimited earning potential based on your effort.
• Opportunities for commissions, profit sharing, and incentive travel.
• Flexible scheduling to balance personal and professional life.
• Ongoing professional development and a culture of continuous improvement.

Key Responsibilities

• Build relationships and acquire new clients through various sourcing strategies, including face-to-face, virtual, social media, and speaking engagements.
• Understand clients' needs and goals to develop personalized strategies that foster trust and help achieve their objectives.
• Oversee branch processes to ensure a high-quality, compliant client experience.
• Engage the team to create, monitor, and adjust the branch business plan for growth.
• Foster an environment of trust, respect, feedback, and accountability within the branch.

Edward Jones has been recognized for excellence in training for 25 consecutive years, ranked No. 17 on Training magazine's 2025 Training APEX awards.

As your assets and commissions increase over the first five years, your salary will gradually decrease.

Benefits

Our benefits package includes medical, dental, vision, voluntary benefits, disability income, life insurance, a 401k plan, and tax-advantaged accounts. Advisors enjoy schedule flexibility, paid sick leave, paid time off, potential bonuses, profit sharing, and participation in travel programs. Additional support includes employee assistance programs and paid parental leave where applicable.

Compensation

Our new compensation program supports your growth, including trainee pay, a supplemental salary for up to five years, commissions, and new asset-based earnings. The starting range for supplemental salary is $45,000 - $100,000. For detailed information, please see the [New Financial Advisors Compensation](#) link.

Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws and regulations.

Skills and Requirements

Successful financial advisors demonstrate ambition, self-motivation, and a commitment to building long-term client relationships. They excel in identifying new clients and deepening existing relationships, with earning potential tied to performance.

Characteristics of a successful advisor include:

• An interest in financial markets and services
• A love of learning and challenges
• Skill in relationship building
• Critical thinking abilities
• A passion for new opportunities

Candidates should have at least one of the following qualifications:

• A bachelor's degree or equivalent experience in securities/financial services
• Financial services or sales experience
• Financial registration, licensing, or certification
• Professional or military career progression

Licensing requirements include:

• SIE (can be obtained without sponsorship), Series 7, and Series 66 (registrations may be obtained during paid study period)
• FINRA registrations within three months
• State insurance licenses

Ongoing training and licensing maintenance are mandatory.

Awards & Recognition

We are proud of our awards and the contributions of our associates, recognized both in the U.S. and Canada.

About Us

To learn more and apply, please click the apply button below.