US Experienced Financial Advisor

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

Benefits offered by this job

Comprehensive benefits package

401(k) retirement plan

Employee Assistance Program

Job summary

Edward Jones is seeking a Financial Advisor in San Bernardino, California, to build your own practice with robust support from regional and home office teams.

The role involves developing client relationships through various sourcing strategies, creating tailored financial strategies, and ensuring a streamlined, compliant client experience. With an earnings range from $50,000 to $125,000, this position offers potential for unlimited compensation based on your efforts.

Qualifications

• Experience in financial services with clients.
• In-depth knowledge of investment products.
• Track record of success in financial advising.

Responsibilities

• Build client relationships using various strategies.
• Create personalized financial strategies for clients.
• Ensure compliance with firm policies and regulations.
• Engage the team in business planning and effectiveness.

Skills

Strong communication skills

Self-starter

Long-term relationship building

Critical thinking

Adaptability

Education

Series 7 and Series 66

State insurance licenses preferred

Professional designations such as CFP® or CRPC®

Job description

Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams.

Key Responsibilities

• Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media, speaking engagements).
• Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies, 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Work with a firm‑provided branch office and client support network that extends from your office to the region and home office.

Benefits

Edward Jones offers a comprehensive benefits package that includes medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life, basic AD&D, 401(k) retirement plan, health savings account, and flexible spending account. All associates are eligible for the Employee Assistance Program.

Earn Salary, Commissions, and Asset Compensation

• No ceiling to earning potential – compensation is tied to effort.
• Multi‑faced compensation package includes profitability bonuses, profit sharing, and incentive travel.
• Flexibility to balance personal and professional life.

Compensation Range

Hiring Minimum $50,000; Hiring Maximum $125,000.

What Makes You Successful

• Strong communication skills and self‑starter.
• Love of learning and challenges, determination to succeed.
• Skilled in long‑term relationship building.
• Adaptable to new information, seeking right solutions for clients.
• Comfortable with critical thinking.
• Passion for new opportunities.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services working with clients; in‑depth knowledge of investment products and services; track record of success.
• State insurance licenses preferred.
• Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC®, or Chartered Retirement Planning Counselor™.

Equal Opportunity Employer

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in applicable regulations and conducts background reviews consistent with FINRA Rule 3110(e).