US Experienced Financial Advisor

Edward Jones; Santa Barbara (CA); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) retirement plan

Flexible spending account

Paid time off

Employee assistance program

Flexible spending account

Paid time off

Paid sick leave

Employee assistance program

Profit sharing

Bonus opportunities

Travel Award Program

Job summary

A financial services firm is looking for a self-motivated Financial Advisor in Santa Barbara, California. The role requires building client relationships via direct and virtual channels and creating tailored financial strategies. Candidates must possess Series 7 and 66 certifications, with a strong emphasis on critical thinking and communication. The firm offers a comprehensive benefits package, and the role is full-time with significant earning potential. Join to make a difference in clients' financial journeys.

Qualifications

• Experience in financial services with a track record of success.
• In-depth knowledge of investment products and services.
• Strong relationship-building and communication skills.

Responsibilities

• Develop and grow your own practice as a financial advisor.
• Create personalized strategies to help clients achieve their goals.
• Engage in continuous training to maintain certifications.
• Engage the branch team to monitor and adjust the business plan for better results.
• Provide client support and leverage the branch-network for fiduciary guidance.

Skills

Strong communication skills

Self-motivation

Long-term relationship building

Critical thinking

Financial services experience

Education

Series 7 and Series 66 certifications

State insurance licenses preferred

CFP® or CERTIFIED FINANCIAL PLANNER™ preferred

CRPC™ or Chartered Retirement Planning Counselor™ preferred

Job description

Job Overview

As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home‑office team and other regional financial advisors. Our unique branch‑team business model gives you the resources to succeed, including a branch office administrator, world‑class products and the stability of a firm built on a long‑term investment philosophy.

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 and 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, 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.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Client support to help lighten the load so you can focus on your clients.
• A support network that extends from your client support team office to your region to the home office – you work independently but have a team of thousands backing you every step of the way.

Benefits

Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (e.g., accident, hospital indemnity, and critical illness), disability income continuation, basic life and basic AD&D coverage. Income continuation, basic life and basic AD&D coverage are provided at no cost to financial advisors. The firm offers a 401(k) retirement plan, health savings account and flexible spending account, paid sick leave, paid time off and an employee assistance program. Financial advisors may be eligible for bonuses, profit sharing, paid medical and parental leave for advisors that satisfy eligibility requirements and participation in the firm’s Travel Award Program.

Earn Salary, Commissions, New Asset Compensation

• No ceiling to your earning potential and growth; your compensation is tied to the effort you put in.
• A multi‑faced compensation package that also includes opportunities for profitability bonuses, profit sharing and incentive travel.
• The flexibility you need to balance your personal and professional lives – the best of both worlds.

Skills / Requirements

Financial advisors succeed by demonstrating a unique combination of ambition, self‑motivation and commitment to establishing long‑term client relationships. They are confident and possess the ability to think critically, with sound judgment.

What characteristics would make you a successful financial advisor?

• Strong communication skills and self‑starter.
• Love of learning and challenges, including determination to succeed.
• Skilled in long‑term relationship building.
• Adaptable to new information seeking the right solutions for clients.
• Comfortable in your ability to think critically.
• 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 with a track record of success.
• State insurance licenses preferred.
• Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Seniority Level

• Mid‑Senior level

Employment Type

• Full‑time

Job Function

• Finance and Sales

EEO Statement

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.