Edward Jones is seeking a Financial Advisor in Arden-Arcade, CA (onsite) to help clients pursue long-term financial goals. In this role, you’ll build a practice supported by branch and home-office teams, while working closely with others to deliver a high-quality client experience.
You will focus on developing client relationships, translating client needs into personalized strategies, and helping strengthen branch operations to support consistent results. The position also includes a structured pathway to registration and licensing through Edward Jones training and study.
Responsibilities
- Build relationships to bring in new clients using face-to-face and virtual sourcing strategies, including residential, business, networking, introductions and referrals, social media, and speaking engagements.
- Understand the needs, priorities, and concerns of clients and prospective clients to build trust and create personalized, comprehensive strategies aligned to their goals.
- Oversee branch processes, including roles and responsibilities, to support a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Work with the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve business results.
- Contribute to a branch culture built on mutual trust, respect, feedback, and accountability.
Requirements
- Bachelor’s degree strongly preferred or equivalent work-related experience within the securities or financial services industry.
- Financial services and/or sales experience.
- Financial services registration, licensing, or certification.
- Professional and/or military career progression.
- SIE (obtainable without Firm sponsorship), with Series 7 and Series 66 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, complete ongoing firm and regulatory training offered by FINRA and SEC, plus required CE training to keep licenses in good standing.
Paid Training
Get registered and licensed and learn the financial advisor role through the industry’s top training program.
Compensation
- Salary for the first five years as you build your practice. As new asset compensation and commissions grow over the first five years, salary will decrease.
- Supplemental Starting Salary Range: USD 45,000 - 100,000 (up to five years).
- Compensation structure includes opportunities for commissions, profit sharing, and incentive travel.
- Trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets gathered for the first five years.
- No ceiling to earning potential and growth, with compensation tied to effort.
Benefits
- Medical and prescription drug, dental, and vision.
- Voluntary benefits (such as accident, hospital indemnity, and critical illness).
- Disability income continuation.
- Basic life and basic AD&D coverage.
- Income continuation (provided at no cost to financial advisors).
- 401k retirement plan.
- Health savings account and flexible spending account.
- Flexibility in schedule.
- Paid sick leave and paid time off where required by applicable law.
- May be eligible for bonuses and profit sharing.
- Paid medical and parental leave for Financial Advisors who meet eligibility requirements.
- Participation in the firm’s Travel Award Program.
- Employee Assistance Program.
Additional Support
- Branch office support to help lighten the load so you can focus on clients.
- A support network spanning your branch office, region, and home office, enabling independent work with team support.
Training, Growth, and Career Development
- Culture of continuous improvement and professional development.
- Eligible for paid study period for required registrations if not currently registered.
Equal Opportunity and Background Review
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 consistent 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 under the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110(e).
