Senior Financial Advisor: Grow Your Client Practice

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

Benefits offered by this job

Medical insurance

Dental and vision

401k plan

Bonuses & profit sharing

Paid time off

Travel incentives

Employee Assistance Program

Job summary

Edward Jones invites you to join as a financial advisor, developing and growing your own practice with support from a home-office team, branch associates, and regional advisors. With over 100 years of history, Edward Jones has more offices in the U.S.

and Canada than any other investment firm, serving millions of clients. You’ll be part of an inclusive environment where individual experiences are valued and contribute to client success.

Qualifications

• Series 7 and Series 66 licenses required.
• Experience in financial services with clients.
• State insurance licenses preferred.
• CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC preferred.

Responsibilities

• Build relationships to acquire new clients via in-person and virtual sourcing.
• Understand client needs to create personalized investment strategies.
• Oversee branch processes to ensure high-quality client experience and compliance.
• Engage the branch team to drive the business plan and results.
• Complete ongoing training and maintain registrations and licenses.

Skills

Communication skills

Self-motivation

Relationship building

Critical thinking

Love of learning

Education

Series 7 and Series 66 licenses

State insurance licenses

CFP or CERTIFIED FINANCIAL PLANNER

CRPC or Chartered Retirement Planning Counselor

Job description

Edward Jones invites you to join as a financial advisor, developing and growing your own practice with support from a home-office team, branch associates, and regional advisors. With over 100 years of history, Edward Jones has more offices in the U.S.

and Canada than any other investment firm, serving millions of clients. You’ll be part of an inclusive environment where individual experiences are valued and contribute to client success.