Financial Advisor
Edward Jones
Financial Advisor OpportunityJoin 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.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. 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.
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$100k
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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- ...Associate Financial AdvisorSummitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees,... ...life in the Bay Area.Position DescriptionThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible...SuggestedLocal area
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Summary: The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. This role owns a segment of client...Full timeWork at officeFlexible hours- 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 timePart time
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Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight....Full timeLocal areaImmediate startFlexible hours- ...transform the finance industry together. Schwabs branch team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect,...Flexible hours
$125k - $150k
...0 colleagues, you will partner cross-functionally as a trusted advisor to various leaders and teams across Verkada to drive business insights... ...Finance business partner to several of our senior leadersDrive financial planning, budgeting, reporting, and ad hoc analysis for these...Full timeWork visaFlexible hoursShift work- Bank of America is seeking a Financial Advisor responsible for providing tailored financial solutions to clients. In this role, you'll build financial plans, recommend investment strategies, and triage client requests. A high school diploma and Series 7 & 66 licenses are...
$25 - $31 per hour
...competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...- ...Insurance Verifier/Financial Advisor The primary purpose of the Insurance Verifier/Financial Advisor position is to ensure that appropriate reimbursement resources are in place for services provided, or that patients are screened for potential Medi-Cal or Charity Care...Work experience placementWork at office
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...included, developed and empowered to fulfil their aspirations. Join Gilead and help create possible, together.Job DescriptionThe Sr. Financial Analyst, Research FP&A will provide financial support for the Research organization as part of the R&D FP&A team. This role...Full timeFor contractorsWork at officeLocal area- ...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...Flexible hours
$50k - $150k
...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours- ...out to Jennifer Fukumae via email or LinkedIn.A leading investment firm is seeking a Fund Accountant to support fund accounting, financial reporting, and broader finance operations. This role will work closely with the Senior Accounting Manager and Assistant Controller...
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$27 - $35 per hour
...background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid‑sized and large), CB&T has been active...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...all within a collaborative team that genuinely invests in developing its people.What You'll Do• Prepare quarterly and annual fund financial statements (audited & unaudited)• Support fund close, capital calls, distributions, and investor allocations• Maintain reconciliations...
$182.07k - $235.62k
...processes, ensuring effective training, documentation, and communications to drive adoption and minimize disruption.Establish and uphold financial data governance frameworks, including data quality, consistency, and stewardship standards across systems and regions.Serve as a...Full timeFor contractorsLocal area$49.5k - $82.5k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at officeShift work- 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...
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Every day, tens of millions of people come to Roblox to explore, create, play, learn, and connect with friends in 3D immersive digital experiences- all created by our global community of developers and creators. At Roblox, we’re building the tools and platform that empower...Full timeWork experience placementH1bWork at officeLocal areaVisa sponsorshipMonday to Friday- Financial Advisor We are looking for a Financial Advisor to join our team in Southern California. The role will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals...Temporary workFlexible hours
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