Financial Advisor
Edward Jones HQ
Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.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 program.Salary for the first five years as you begin to build your practice.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 include: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.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 discovery 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 workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan 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 industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing: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 JonesEdward 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.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.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. 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.
$95k - $140k
...Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition id: R155400**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...SuggestedFlexible hours- ...What You\'ll Do As a Senior Financial Advisor, you\'ll: We\'ll remove noisy application scaffolding and unrelated prompts to focus on the role and responsibilities. What You'll Do Serve existing and prospective high-net-worth clients with comprehensive financial planning...Suggested
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedWork at officeShift workDay shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...Capstone Partners Financial is a financial planning firm based in Newport Beach that is built around developing people as much as serving clients. We specialize in helping clients achieve financial stability and prepare for life’s milestones, and we welcome individuals...Suggested
- ...A leading fraternal financial services organization is seeking a Regional Recruiter in Huntington Beach, California. You will help individuals achieve their financial goals by providing tailored financial guidance and support. The ideal candidate will have a passion for...
- ...Edward Jones in Newport Beach, CA is seeking a Financial Advisor to partner with clients in achieving long-term financial goals while growing your own practice within the Edward Jones network. You will build relationships, generate new clients through diverse sourcing...
- ...Job Description Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource...Work experience placement
- Financial Advisor - Newport Beach, CA Job Overview Partner with clients to achieve their long‑term financial goals while building and growing your own practice within the Edward Jones network. Key Responsibilities Build relationships and generate new clients through face...Flexible hours
- Cutler Investment Group in Newport Beach, CA seeks a Financial Advisor to help clients meet financial goals. You will learn from top advisors, master client relationship management, and build impactful financial strategies to guide clients toward their objectives. The role...
- ...Miramontes Capital is seeking an experienced Financial Advisor with an established book of business and a minimum of $20 million in assets under management . Our Family-Office Approach Your clients' financial lives extend far beyond their investment portfolios. That's...Work at office
$105k - $135k
Are you looking to build and develop a long-term career helping clients meet their financial goals? As a Financial Advisor at Cutler Investment Group, you will have the opportunity to learn from our top advisors, master the art of client relationship management, gain...Work experience placement- ...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,...Full timeTemporary workFlexible hours
$95k - $140k
Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This full-time position requires strong analytical skills, a deep understanding of securities products, and a commitment to exceptional...Full time- Edward Jones in Newport Beach seeks an Associate Financial Advisor to partner with a financial advisor and client support teammates in delivering personalized financial strategies and exceptional client service. You will source new clients, build and maintain relationships...
- Capstone Partners Financial and Insurance Services in Newport Beach is seeking a financial planning professional with at least 5 years of experience. The role includes providing planning support, cultivating client relationships, and preparing detailed financial plans....
- Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning and to grow an existing book of business. You will build trusted relationships based on transparency and long-term stewardship while delivering...
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high‑net‑worth individuals to identify needs, develop...Interim roleLocal areaImmediate startShift workDay shift
- ...building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long... ...team in Southern California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their...
$63.3k - $117.2k
...Address: 496 Long Beach Blvd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs...Contract workPart timeLocal area- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$50k
...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...Work at officeWork from homeHome officeFlexible hours- ...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 payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...Universal Technical Institute, Inc. in Long Beach, CA, seeks a Financial Aid Advisor to guide students through the financial aid process with clarity and compassion, collaborating with Admissions and Student Services to improve outcomes. The role requires a high school...Shift work
$110k - $185k
...employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional...H1bWorldwideFlexible hours- ...Responsibilities Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed...
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startDay shift$105.4k - $207.8k
...and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long...Local areaVisa sponsorship
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