Senior Financial Advisor: Build Your Own Practice, Uncapped

Edward Jones; Carlsbad (CA); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) retirement plan

Employee Assistance Program

Job summary

Edward Jones invites you to become a financial advisor in Carlsbad, California, where you'll build your own practice with support from dedicated teams. Key responsibilities include fostering client relationships through innovative sourcing strategies, creating customized financial plans, and overseeing branch activities to ensure high-quality client services. Edward Jones offers a diverse benefits package and a competitive compensation range, and seeks candidates who are strong communicators and self-starters.

The ideal applicant brings financial services experience and requires Series 7 and Series 66 certifications. Join us for a meaningful career!

Qualifications

• Experience in financial services working with clients.
• In-depth knowledge of investment products and services.
• Track record of success in the financial sector.

Responsibilities

• Build relationships with clients through various sourcing strategies.
• Create personalized strategies to meet client goals.
• Oversee branch processes for a streamlined client experience.
• Engage branch team for effective business plan management.

Skills

Strong communication skills

Self-starter

Determination to succeed

Long-term relationship building

Critical thinking

Education

Series 7 and Series 66

State insurance licenses preferred

Professional designations (CFP®, CRPC®)

Job description

Edward Jones invites you to become a financial advisor in Carlsbad, California, where you'll build your own practice with support from dedicated teams. Key responsibilities include fostering client relationships through innovative sourcing strategies, creating customized financial plans, and overseeing branch activities to ensure high-quality client services. Edward Jones offers a diverse benefits package and a competitive compensation range, and seeks candidates who are strong communicators and self-starters.

The ideal applicant brings financial services experience and requires Series 7 and Series 66 certifications. Join us for a meaningful career!