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 23-Jul-2026. The posting may close early due to the volume of applicants.

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.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:

  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.

  • Salary for the first five years as you begin to build your practice²

  • A firm-provided branch office in the community

  • Branch office support to help lighten the load so you can focus on your clients

  • A support network that extends from your branch 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.

You can also expect...

  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel

  • The flexibility that you need to balance your personal and professional lives - the best of both worlds

  • A culture of continuous improvement and professional development

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 to help them 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.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

  • An interest in financial services/markets and how they work

  • Love of learning and challenges, including determination to succeed

  • Skilled in long-term relationship building

  • Comfortable in your ability to think critically

  • Passion for new opportunities

Can you see yourself...

  • Learning to be a financial advisor through our comprehensive training program?

  • Delivering personalized investment and financial solutions to your clients?

  • Taking ownership of your business's growth and success?

  • Meeting professional and personal objectives as they relate to building your practice?

  • Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

  • 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

Licensing:

  • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

  • FINRA registrations required within three months. State insurance licenses will be required.

  • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

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.

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 ( .

Compensation:

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation (

Supplemental Starting Salary Range $45,000 - $100,000

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 .

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Menlo Park, CA vacancy
  • $50k - $75k

     ...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
    3 days ago
  • $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 Financial Services, LLC

    Menlo Park, CA
    2 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... 
    Suggested
    Temporary work
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    5 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... 
    Suggested

    Bank of America

    Redwood City, CA
    5 days 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
    5 days ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship... 
    Full time
    Part time

    SkyKey Financial

    East Palo Alto, CA
    2 days 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
    5 days ago
  • $34.85 - $41.33 per hour

     ...position is $34.85 - $41.33 per hour. To be considered, please include a cover letter and resume in your online application. The Financial Aid Office strives to enable all admitted students to take advantage of the opportunities at Stanford through one of the most... 
    Hourly pay
    Work at office
    3 days per week

    Stanford University

    Stanford, CA
    3 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
    2 days ago
  • $235k - $390k

    DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Palo Alto, CA
    4 days ago
  • $70k - $80k

     ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At 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 driving Responsible Growth and delivering for our clients,... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Sacbar

    Newark, CA
    5 days 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 Newark, CA is seeking a Financial Consultant to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage... 

    Sacbar

    Newark, CA
    5 days ago
  • $94k - $109k

     ...career in FP&A.This is a hands-on role with significant involvement in the month-end close. You’ll spend most of your time supporting financial reporting, forecasting, and budgeting processes. If you're the kind of person who enjoys understanding how transactions flow... 
    Full time
    Remote work

    Wealthfront

    Palo Alto, CA
    3 days 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
    3 days ago
  •  ...years of experience are required? At least 2 years of experience in AccountingTop 3 requirements to hire:Strongly prefer Stanford oracle financial experienceDetail orientedStrong customer service skillsLocation: Remote, with occasional onsite meetings at 3180 Porter Dr.... 
    Part time
    Immediate start
    Remote work

    LeadStack Inc.

    Stanford, CA
    1 day ago
  • $165k - $175k

     ...Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting...  ...customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences. Serve as... 
    Local area
    Flexible hours

    Cerity Partners

    Los Altos, CA
    4 days 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
    1 day ago
  • $32 - $35.47 per hour

     ...successes will be critical. Working closely with relevant faculty and staff, the Finance Associate processes a large volume of financial transactions with an emphasis on travel and reimbursements, but also including faculty P-card purchases and Purchase Order requests... 
    Hourly pay
    Work at office
    3 days per week

    Stanford University

    Stanford, CA
    1 day ago
  • $110k - $130k

     ...Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,000 About The Job: In this dynamic role, you’ll collaborate with our FP&A team and project management leaders to drive financial strategy and execution. Your keen analysis will... 
    Work at office
    Local area
    Remote work

    TechBulls SoftTech Pvt Ltd

    Menlo Park, CA
    3 days ago
  •  ...independence with limited supervision and a strong background in structured lending and investment banking. The candidate will build financial models, develop ranges, and contribute to documentation and closing processes, while adhering to company policies and U.S. laws... 

    Banc of California

    Menlo Park, CA
    5 days ago
  • RFA is looking for a Philanthropy Associate to help create top-quality philanthropic experiences for our clients. You will work with staff and clients to help manage the flow of grant projects through their full lifecycle, from initial due diligence to final reporting....
    Work at office

    Rosewood Family Advisors LLP - Palo Alto, CA

    Palo Alto, CA
    1 day ago
  • DLA Piper seeks a Finance associate to join its Venture & Growth subgroup in California or New York offices (including Palo Alto, San Francisco, Los Angeles, New York, and San Diego). Candidates should have at least four years of lender-side representation for commercial...

    DLA Piper

    Palo Alto, CA
    5 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
    1 day ago
  • Job Overview A law firm seeks a Mortgage Finance Associate in Palo Alto, CA. The ideal candidate will have a minimum of three years of experience in mortgage finance, including areas such as mortgage origination, warehouse financing, and securitization related to commercial...

    BCG Attorney Search

    Palo Alto, CA
    5 days ago
  • $110k - $125k

     ...Description Summary: Focus Partners 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

    Takeda Pharmaceutical Company Ltd

    Menlo Park, CA
    1 day ago
  •  ...career in FP&A. This is a hands‑on role with significant involvement in the month‑end close. You’ll spend most of your time supporting financial reporting, forecasting, and budgeting processes. If you're the kind of person who enjoys understanding how transactions flow... 

    Doist

    Palo Alto, CA
    5 days ago
  • $80k - $130k

     ...transition! Basic Function The SB Energy Finance team is seeking an FP&A Senior Analyst/Associate with 6+ years of experience in financial modeling, preparing and coordinating forecasts/budgets, and producing timely, accurate reporting to keep management and... 
    Full time
    Work at office
    Local area
    Flexible hours

    SB Energy

    Redwood City, CA
    4 days 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
    4 days ago

Do you want to receive more vacancies?

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