Wealth Advisor - Build Your Practice & Impact

Edward Jones

Saratoga (CA)

Hybride

USD 45 000 - 100 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Medical and prescription drug
Dental
Vision
401k retirement plan
Paid time off

Résumé du poste

Edward Jones invites ambitious professionals to become financial advisors, a role backed by extensive training, a strong client‑centered approach, and a long‑standing track record. The path includes paid training, a salary component for up to five years, and a robust support network from branch to home office, enabling independent client growth.

Applicants should value client relationships, be prepared for FINRA licensing, and pursue a career building long‑term financial plans while contributing

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

Responsabilités

  • Build relationships to create new clients via face‑to‑face and virtual sourcing strategies.
  • Deeply understand clients' needs to accelerate trust and create personalized strategies.
  • Oversee branch processes to ensure a high‑quality client experience.
  • Engage the branch team to monitor and adjust the branch business plan.
  • Create a highly engaging environment in the branch with mutual trust and accountability

Formation

Bachelor's degree or equivalent work experience in securities/financial services

Description du poste

Edward Jones invites ambitious professionals to become financial advisors, a role backed by extensive training, a strong client‑centered approach, and a long‑standing track record. The path includes paid training, a salary component for up to five years, and a robust support network from branch to home office, enabling independent client growth.

Applicants should value client relationships, be prepared for FINRA licensing, and pursue a career building long‑term financial plans while contributing

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