Financial Advisor: Grow Your Own Practice & Impact

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

Benefits offered by this job

401k Retirement Plan

Medical & Dental Benefits

Paid Time Off

Job summary

Edward Jones is seeking a financial advisor to help clients achieve their long-term goals through personalized investment strategies. You’ll build and grow your practice with branch and home-office support, earning via a trainee salary, supplemental pay, commissions and new assets.

The company offers extensive training, a client-first culture, and flexible benefits to support work-life balance. Expect to develop your client base, manage relationships, and navigate regulatory requirements while

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.

Job description

Edward Jones is seeking a financial advisor to help clients achieve their long-term goals through personalized investment strategies. You’ll build and grow your practice with branch and home-office support, earning via a trainee salary, supplemental pay, commissions and new assets.

The company offers extensive training, a client-first culture, and flexible benefits to support work-life balance. Expect to develop your client base, manage relationships, and navigate regulatory requirements while