Finance Jobs in El Dorado Hills, CA

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Financial Advisor

Edward Jones El Dorado Hills, CA

El Dorado Hills, CA

Today

$45k - $100k/yr Full time Advisor Client Relations Client Service

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Job Description

Edward Jones is seeking a Financial Advisor in El Dorado Hills, CA to support clients’ long-term goals and build an independent practice with guidance from branch and home-office teams.

Responsibilities

Build client relationships and generate new business through face-to-face and virtual sourcing approaches, including residential outreach, business opportunities, networking, introductions and referrals, social media, and speaking engagements
Assess clients’ and prospective clients’ needs, priorities, and concerns to strengthen trust and develop personalized, comprehensive strategies aligned to client goals
Oversee branch processes, roles, and responsibilities to support a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines
Partner with the branch team to create, track, and update the branch business plan to improve branch effectiveness and business results
Maintain a branch environment built on mutual trust, respect, feedback, and accountability

Requirements

Bachelor’s degree strongly preferred; alternatively, equivalent work-related experience
Experience in financial services and/or sales
Financial services registration, licensing, or certification
Professional and/or military career progression
SIE (can be obtained without Firm sponsorship), plus 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, complete ongoing firm and regulatory training (FINRA and SEC), plus required continuing education to keep licenses in good standing
Demonstrated combination of ambition, self-motivation, and commitment to long-term client relationships

Paid Training

Get registered and licensed and learn how to become a financial advisor through the firm’s training program

Salary

USD 45,000 - 100,000 per year
For the first five years while building your practice: new asset compensation and commissions increase over time, while salary decreases over the same period

Benefits

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 (provided at no cost to financial advisors)
401k retirement plan
Health savings account
Flexible spending account
Flexible schedule
Paid sick leave and paid time off, where required by applicable law
Bonuses (may be eligible)
Profit sharing (may be eligible)
Paid medical and parental leave for Financial Advisors who satisfy eligibility requirements
Participation in the firm’s Travel Award Program
Employee Assistance Program
Trainee pay (new financial advisor compensation program includes trainee pay)
Supplemental salary for up to five years
Commissions
Compensation for new assets gathered for the first five years

Licensing and Regulatory Training

SIE (without Firm sponsorship), Series 7, and Series 66 required; if needed, 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
Ongoing training through the firm and regulatory authorities (FINRA and SEC), plus required CE training to maintain good standing

Fair Chance and Background Review

Qualified applicants with arrest or conviction records will be considered 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 under Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934
Background reviews are conducted consistent with FINRA Rule 3110(e)

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