Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$45k - $100k

Edward Jones HQ

This job posting is anticipated to remain open for 30 days, from 17-Jun-2026. The posting may close early due to the volume of applicants. Edward Jones is a financial services firm that values its employees. The role is for a financial advisor who partners with clients to help them achieve long‑term financial goals. You will develop and grow your own practice, supported by a branch team, a home‑office team and other regional advisors. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (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. Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies and 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 rooted in mutual trust, respect, feedback, and accountability. Skills & Requirements Interest in financial services/markets and how they work. Passion for learning and determination to succeed. Skilled in long‑term relationship building. Comfortable in thinking critically and making data‑driven decisions. Preferred: Bachelor’s degree or equivalent experience in securities/financial services industry, financial services and/or sales experience, financial services registration, licensing, or certification, professional and/or military career progression. Licensing SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be required; registrations may be obtained during the assigned paid study period. FINRA registrations required within three months; state insurance licenses also required. Ongoing training and CE required to maintain licenses. Support & Benefits Paid industry‑level training to become a licensed financial advisor. Salary for the first five years while building practice (no commission on that period). Firm‑provided branch office with full support services. Access to a regional and home‑office network for advisory and administrative support. Commission, profit‑sharing, and incentive travel opportunities. Flexible scheduling and paid sick leave and paid time off. Medical, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life, and AD&D coverage (no cost to financial advisors). 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA). Employee Assistance Program. Compensation Compensation includes trainee pay, a supplemental salary for up to five years, and commissions for new assets gathered during that period. The total starting salary range is $45,000–$100,000. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with local fair‑chance ordinances. 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. #J-18808-Ljbffr

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Menlo Park, CA vacancy
  • $100k - $250k

     ...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient... 
    Suggested

    Empirical Wealth Management

    Menlo Park, CA
    3 days ago
  •  ...Job Description: Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy. -Conduct... 
    Suggested

    Financial Planner Recruiting, LLC

    Palo Alto, CA
    2 days ago
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Menlo Park, CA
    3 days ago
  • $100k

     ...Financial Advisor – K–12 Retirement Specialist (403b/457b) Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand... 
    Suggested
    Full time
    Work at office

    Teacher's Pension and Insurance Services

    Palo Alto, CA
    4 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    2 days ago
  • $45k - $100k

    Search for Branch Support Positions by State California Position Type Financial Advisor 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... 
    Traineeship
    Local area
    Flexible hours

    Role, Inc.

    Redwood City, CA
    3 days ago
  • $70k - $80k

     ...Description This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset... 
    Temporary work
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Redwood City, CA
    4 days ago
  • Role, Inc. is looking for a Financial Advisor in Redwood City, California. This position entails establishing long-term client relationships and expanding your client base by identifying financial goals. The company offers a comprehensive training program and the potential... 

    Role, Inc.

    Redwood City, CA
    3 days ago
  • Bank of America Merrill Wealth Management seeks candidates for the Advisor Development Program - Financial Advisor to start a career helping high-net-worth individuals achieve their goals. You will build relationships, analyze needs, and deliver comprehensive recommendations... 

    Bank of America

    Palo Alto, CA
    1 day ago
  • Bank of America is seeking a Financial Advisor in Palo Alto, California. This role involves providing tailored financial plans, managing client relationships, and adhering to regulatory requirements. Ideal candidates have experience in the investments industry and hold... 

    Bank of America

    Palo Alto, CA
    4 days ago
  • Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals in Redwood City, California. You will be responsible for triaging client leads, referring to business partners, and meeting... 

    Bank of America

    Redwood City, CA
    4 days ago
  • $80k - $90k

     ...investment products for individuals, companies, and institutions. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Overview As a Merrill Advisor Development Program... 
    Interim role
    Day shift

    Bank of America

    Palo Alto, CA
    1 day ago
  • A financial services organization is seeking a motivated Registered Investment Services Associate in Palo Alto, CA. This role involves supporting Wealth Advisors, managing client interactions, and progressing towards becoming a Financial Advisor. Candidates should hold... 
    Hourly pay

    Mariner Advisor Network

    Palo Alto, CA
    4 days ago
  •  ...Job Description Insight Global is seeking a fully remote Patient Financial Counselor to support a Healthcare AI client. This is a part-time opportunity working 5–15 hours/week where candidates will leverage their financial counseling and patient access expertise to... 
    Part time
    Remote work

    Insight Global

    Palo Alto, CA
    1 day ago
  •  ...Differential Pay (Time and a half) ~ Weekend Shift Differential Pay ($4.00 per hour) How You Will Make an Impact: The Patient Financial Counselor plays a vital role in in managing the financial aspects of patient care and services. Their impact extends across... 
    Hourly pay
    Temporary work
    Work at office
    Local area
    Flexible hours
    Shift work
    Weekend work

    Colorado Center for Reproductive Medicine

    Menlo Park, CA
    4 days ago
  • $60k - $75k

     ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility... 
    Full time
    Work at office

    Fidelity Investments

    Palo Alto, CA
    22 hours ago
  • $70k - $80k

     ...Description This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage products, triage client leads, and refer to business partners. The candidate... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Mountain View, CA
    3 days ago
  • Bank of America in Belmont, CA is hiring a Financial Solutions Advisor Stage I (FSA I) to support clients in managing their financial needs. This position includes obtaining necessary licenses through dedicated training and progressing in roles that enhance client relations... 

    Bank of America

    Belmont, CA
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to lead client interactions and manage relationships. You will help guide customers through various financial solutions while obtaining required licenses like SIE, Series 7, and Series 66. The ideal candidate... 

    Bank of America

    Belmont, CA
    22 hours ago
  • $70k - $80k

    Job Description Responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds... 
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Belmont, CA
    4 days ago
  • $165k - $175k

     ...requisition id: R700**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention...  ...customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences.* Serve as a... 
    Local area
    Flexible hours

    Cerity Partners

    Los Altos, CA
    2 days ago
  •  ...diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market. Our operations are defined by three core strategic pillars: Real Estate... 
    Work at office
    Local area

    ONE Carmel

    Palo Alto, CA
    3 days ago
  • Get AI-powered advice on this job and more exclusive features. Solace is a healthcare advocacy marketplace that connects patients and families to experts who help them understand and take charge of their personal health. About The Role As a Strategic Finance Associate ...
    Work at office
    3 days per week

    Solace

    Redwood City, CA
    22 hours ago
  • $260k - $365k

     ...venture lending transactions, leveraged buyouts, offerings of convertible, high-yield, and investment-grade notes, and other structured financial instruments. Be a part of our fast-paced, collegial, and team-oriented practice. Candidates must have superior academic... 
    Temporary work
    Work at office
    Work from home
    Flexible hours

    MCC Advisors

    Palo Alto, CA
    22 hours ago
  • $135k - $250k

     ...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year DOE This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help... 

    Boutique Recruiting

    Mountain View, CA
    2 days ago
  • $85k - $110k

     ...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an...  ...client relationships through active participation in the financial planning process. Responsibilities include creating and implementing... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners LLC

    Menlo Park, CA
    3 days ago
  • $80k - $85k

     ...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric...  ...enhance client relationships and actively participate in the financial planning process. Hybrid Schedule – 3 days in office per week and... 
    Work at office
    Remote work
    3 days per week

    Focus Financial Partners Inc.

    Palo Alto, CA
    1 day ago
  • $85k - $110k

     ...Associate Wealth Advisor Menlo Park, CA Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join...  ...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... 
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Menlo Park, CA
    1 day ago
  • $100.8k - $162.4k

     ...to meet you. Responsibilities ~ Support Wealth Advisor in delivering exceptional services to clients, with the potential...  .... ~ Advanced capability of all wealth, investment, and financial planning processes ~ Begins to prepare and make recommendations... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    CI Financial Careers

    Menlo Park, CA
    3 days ago
  • $87k - $110k

     ...Generative AI—a suite of domain‑specific generative AI offerings for the enterprise. Learn more at: C3 AI . C3 AI is seeking a Sr. Financial Analyst to join our FP&A team in Redwood City. This is a broad, high‑impact role touching all areas of FP&A—revenue, expenses,... 
    Full time
    Work at office

    C3 AI

    Redwood City, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!