Current jobs related to Financial Advisor - Salinas CA - Edward Jones

  • Financial Advisor

    3 days ago

    Ontario, CA, United States Thrivent Financial Full time

    Our financial advisors serve clients in new markets, creating opportunities for individuals who share our passion to enable clients to lead lives full of meaning and gratitude.By joining an existing team, you can leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate the growth of your business.In this role,...

  • Financial Solutions Advisor Registration Candidate – Consumer Investments- Alisal Financial Center

    5 months ago

    Salinas, United States Bank of America Full time

    Description : At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients...

  • Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region

    2 weeks ago

    Salinas, California, United States Bank of America Full time

    Financial Solutions Advisor Stage IAt Bank of America, we are seeking a highly motivated and detail-oriented Financial Solutions Advisor Stage I to join our team in the Consumer Investments division. As a Financial Solutions Advisor Stage I, you will play a critical role in helping our clients achieve their financial goals and live their best financial...

  • Financial Advisor

    2 days ago

    San Diego, CA, United States Edward Jones Full time

    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...

  • Financial Advisor

    1 month ago

    Newport Beach, CA, United States First Bank Full time

    Position Details Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business. In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. ...

  • Financial advisor investment services

    1 week ago

    San Francisco, CA, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Crop Advisor Salinas, CA

    3 months ago

    Salinas, United States J.R. Simplot Full time

    The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to...

  • Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region

    3 days ago

    Long Beach, CA, United States Bank of America Full time

    Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles RegionWe are seeking a highly motivated and detail-oriented Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region to join our team at Bank of America. As a Financial Solutions Advisor Registration Candidate- Consumer Investments- Los...

  • Financial Planner, Investment Retirement Planning

    2 months ago

    Palmdale, CA, United States Edward Jones Full time

    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...

  • Financial Services Representative

    2 weeks ago

    Carlsbad, CA, USA, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're seeking talented individuals to join our team of financial advisors. As a financial advisor, you'll have the opportunity to build a successful career while making a meaningful impact on people's lives.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

  • Financial Services Representative

    1 week ago

    Carlsbad, CA, USA, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAre you a motivated and results-driven individual looking to leverage your skills in business development and sales to build a rewarding career in financial services? Do you have a passion for helping others achieve their financial goals and a desire to work in a dynamic and supportive environment?As a Financial...

  • High Net Worth Financial Consultant

    1 month ago

    , CA, United States Talent Focus Executive Search and Consulting Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Talent Focus Executive Search and Consulting. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.About the RoleThe ideal...

  • Tax Advisor

    2 days ago

    Toluca Terrace, CA , USA, United States H&R Block Full time

    About the Role:We are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key Responsibilities:Build year-round client relationships and provide tax preparation servicesConduct tax interviews face-to-face and...

  • High Net Worth Financial Consultant

    1 month ago

    , CA, United States Talent Focus Executive Search and Consulting Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Talent Focus Executive Search and Consulting. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Assistant

    2 weeks ago

    Carlsbad, CA, USA, United States BCI - Brokerage Consultants Inc Full time

    Join Our Team as a Financial Planning AssistantA boutique financial advisory firm, BCI - Brokerage Consultants Inc, is seeking an individual working toward their CFP for an opportunity to gain hands-on experience in the financial planning and investment industry.Key Responsibilities:Maintain business processes to ensure smooth office operationsAnswer phone...

  • Financial Services Professional

    2 weeks ago

    Long Beach, CA, USA, United States FirstBank Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at First Bank. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesMeet with clients to understand their...

  • Personal Financial Advisor

    2 weeks ago

    March Air Reserve Base, CA, USA, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a key member of our team, you will provide expert financial guidance and support to military service members and their families at March ARB.Key ResponsibilitiesProvide comprehensive financial counseling services, including one-on-one counseling,...

  • Field Medical Advisor

    2 weeks ago

    Novato, CA, United States H&R Block Full time

    Applies principles of accounting to analyze financial information and prepare financial reports. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Serves as business advisor to our...

  • Senior Financial Analyst

    3 days ago

    Long Beach, CA, United States Suna Solutions Full time

    Financial Reporting and Analysis ExpertThis role involves analyzing financial, economic, and other data to develop forecasts. Responsibilities include assessing market trends, company performance, and industry conditions to guide strategic decision-making. Strong proficiency in the use of financial reporting or business intelligence tools is required.Key...

  • Senior Financial Analyst

    2 weeks ago

    Carlsbad, CA, USA, United States Talentry LLC Full time

    Talentry LLC Seeks Senior AccountantWe are seeking a highly skilled Senior Accountant to join our team at Talentry LLC. This role involves managing various accounting tasks to ensure the company's financial health and regulatory compliance.Key Responsibilities:Financial Record Maintenance: Prepare and maintain accurate financial records and business...

Financial Advisor

5 months ago

Salinas CA, United States Edward Jones Full time
Job Overview

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 four 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.
Benefits:

  • Includes bonus potential, 401K, and comprehensive health benefits
For more information please visit: Edward Jones Benefits Page

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 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration

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

Skills/Requirements

Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.

Awards & Accolades

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

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

#LI-USFATA