US Experienced Financial Advisor
$50kEdward Jones
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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. You’ll benefit from the experience that comes from over 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients’ lives, helping them achieve their long-term financial goals as you make a difference in your community.
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 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 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.
A firm-provided branch office in the community.
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’ll work independently but will have a team of thousands backing you every step of the way.
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as 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. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( .
Earn salary, commissions, new asset compensation
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
The flexibility that you need to balance your personal and professional lives – the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They’re confident and possess the ability to think critically, with sound judgment.
What characteristics would make you a successful financial advisor?
Strong communications 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™
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (
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 for employment 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 Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
- ...Experienced Financial Advisor Location: Santa Barbara, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support...SuggestedFull time
$29.47 - $32.52 per hour
...Position Number: 40072568 Payroll Title: FINANCIAL AID OFCR 2 SV (004987) Job Code: 004987 Job... ...Summary of Job Duties: Financial Aid Advisor Under the direction of the Assistant Director... ...all users. If you would like to contact us regarding the accessibility of our...SuggestedFull timePart timeWork at officeLocal areaRemote workMonday to Friday$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking... ...give back to communities and enrich the lives of those around us. An other‑centered mindset. Integrity through maintaining objectivity...SuggestedTemporary workLocal areaFlexible hours- ...the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds a person can have...SuggestedWork at officeFlexible hours
- ...Thryve Wealth Management is an independent registered investment advisor (RIA) built to redefine wealth management for families,... ...properly licensed or exempt from licensure. Role Description The Financial Advisor is a full-time, on-site role based in Santa Barbara, CA...SuggestedFull time
$127.63k - $237.01k
...individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit,... ...engagement Get a more detailed look at our ABOUT US Since day one we've always gone further than the competition...Remote work$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management... ...talent — wherever they are.Join us and help families amplify and simplify...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$25 - $30 per hour
...and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often... ...accommodation to complete the application or interview(s), please let us know by email: ****@*****.***. To Staffing and...Weekend work$23.17 - $28.37 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and succeed. We believe it takes all of us to bring our shared ambition to life,... ...services industry preferred - Experience assisting less experienced personnel U.S. Bancorp$32.01k - $300k
...USD to $300,000 USD Description We are looking for an experienced Licensed Loan Officer, who will bring enthusiasm, attention to... ...interviews with prospective borrowers in order to analyze financial and credit data Marketing, promoting, and selling Company’s...Shift work- ...Actively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing... ...duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect....Local area
$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by... ...with opportunities to learn, grow, and make an impact. Join us! This job is responsible for engaging clients in the lobby to...Hourly payWork at officeShift workWeekend workDay shift$19 - $26 per hour
...inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions... ...to complete the application or interview(s), please let us know by email: ****@*****.*** .To Staffing and Recruiting...Immediate start$18 - $23 per hour
...offerings and stays current on changes.Discuss and uncover customer's financial needs to identify and offer appropriate products and services.... ...to complete the application or interview(s), please let us know by email: ****@*****.*** .To Staffing and Recruiting...Night shift- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$50 - $70 per hour
...a home health care business seeking an experienced, hands-on finance professional to help... ...ideal for someone who enjoys being the “financial quarterback” rather than a back-office... ...bookkeeping resources, bank, and other advisors. · Translate between technical finance...Hourly payPart timeWork at officeRemote work$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$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 timeWork at office- Bank of America’s Merrill Advisor Development Program is designed for individuals transitioning into a Financial Advisor career, serving high-net-worth clients. You’ll be mentored by Merrill Advisor Teams, build relationships, review financial goals, and deliver comprehensive...
- ...driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training...Full timePart timeWork experience placementFlexible hours
$30.77 - $41.83 per hour
...best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential...Temporary work- ...Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a \"specialist\" because that is what you are! Individuals in...Flexible hours
$81.23k - $116.66k
...growth. CJ's industry-leading solutions make us the platform of choice for over 3,800... ...client satisfaction. As a Trusted Business Advisor to both brands and influencers, they are... ...IO and Invoice - oversee financial process (net terms), ensure Campaign Specialist...Temporary workWork experience placementFreelanceSeasonal workWork at officeFlexible hours3 days per week- ...Sales Assistant for Client Financial Advisor As Sales Assistant for Client Financial Advisor, you will have an exciting opportunity to learn the securities industry while supporting our Client Advisors. Supporting to our assigned advisors in the form of submitting new...Contract workWork experience placementWork at office
$31.37 - $33.29 per hour
...The Finance Analyst in the Office of the Executive Vice Chancellor and Provost provides critical financial, analytical and administrative support. Processes fund requests, reconciles accounts, and interprets policy for fiscal compliance. Ensures the accuracy and integrity...Hourly payWork at officeShift work$31.99 - $34.63 per hour
Position Summary The Financial Services Analyst supports the Division of Student Affairs by performing financial and administrative operations. The role focuses on the Student Enrollment & Success cluster, provides backup to other clusters, and conducts ongoing financial...Casual workWork at officeMonday to FridayAfternoon shift$66k - $89.1k
...exceptional business results, experience an amazing place to work, and have a positive impact on the communities and world around us. Job Title Financial Analyst, Global Brand Finance - UGG & HOKA Reports To Global Brand Finance Director - HOKA & UGG Location United States (...Remote work$95.3k - $152.5k
...The Towbes Group, we've spent over 60 years creating communities where people thrive on the Central Coast and we need a versatile, experienced leader who can step into any property, any challenge, and make it better. As our Portfolio Area Manager, you're not tied to one...Full timeLocal areaShift work$55k - $60k
...organized, outgoing individual to serve as a South County Program Advisor. Program Advisors are responsible for conducting student... ...remain current on all federal, state, institutional, and local financial aid issues, including programs, forms, processes, and initiatives...Full timeWork at officeLocal areaNight shiftWeekend work- ...Job Description Job Description The Financial Services Representative I maintain a commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations, promotes advocacy and continually focuses...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to US Experienced Financial Advisor. Be the first to apply!
- estate planning consultant Santa Barbara, CA
- financial consultant Santa Barbara, CA
- finance associate Santa Barbara, CA
- financial associate Santa Barbara, CA
- financial planning administrator Santa Barbara, CA
- financial counselor Santa Barbara, CA
- wealth advisor Santa Barbara, CA
- jde finance consultant Santa Barbara, CA
- financial planning assistant Santa Barbara, CA
- financial planning associate Santa Barbara, CA





