Financial Advisor

2 weeks ago


Apple Valley, California, United States Edward Jones Full time

Job OverviewIf 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 practice2A 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 benefitsFor more information please visit:


Edward Jones Benefits PageYou 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 travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey 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 consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseSkills/RequirementsSuccessful 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 discover 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 succeed Skilled 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/RequirementsCandidates 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.

Awards & AccoladesAt 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 JonesCheck out our Canadian

awards and accolades:
Insights & Information Blog Postings about Edward JonesAbout UsJoin 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

  • Mill Valley, California, United States Terra Blue Wealth Management Full time

    Are you interested in joining a dynamic financial advisory practice that focuses on value aligned investing? Do you have a curiosity about the B-Corp movement and wish to deepen your knowledge in sustainable finance?We are Terra Blue Wealth Management, seeking a motivated individual to join us as a Junior Advisor/Client Support member. The ideal candidate...

  • Automation Engineer

    2 weeks ago


    Simi Valley, California, United States Eleven Recruiting Full time

    About Eleven RecruitingWe are a specialized technology staffing agency dedicated to providing support to Aerospace, Professional, and Financial Services organizations. Our approach involves acting as advisors to our candidates, guiding them on how to make a meaningful impact, discover engaging projects, and progress in their careers. We are strong advocates...

  • Financial Advisor

    4 weeks ago


    Apple Valley, United States Edward Jones Full time

    Job OverviewIf 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...

  • Financial Advisor

    3 weeks ago


    Apple Valley, United States Edward Jones Full time

    Job OverviewIf 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...


  • Union Valley, Texas, United States Bank of America Full time

    Job Description:This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve...

  • Associate Advisor

    3 weeks ago


    Hunt Valley, United States Marshall Financial Group Full time

    Job Summary: This Associate Financial Advisor is responsible for and serves as a point of contact for his/her assigned client relationships, working in a team environment. This position demonstrates a broad base of knowledge across all functions of financial planning, including cash flows, investments, insurance, tax management, retirement analysis and...


  • Apple Valley, United States Big Apple Automotive Full time

    With over 45 years of dedicated service and expertise, Big Apple Automotive has firmly established itself as a leading automotive repair shop in the industry. Our commitment to quality workmanship, exceptional customer service, and continuous innovation has earned us the trust of generations of customers. As we continue to expand and grow, we are seeking a...


  • Valley Park, Missouri, United States Herzing University Full time

    If you are a current employee, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency), please click here to log in to UKG and then navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process. To learn more about Herzing University and our values,...


  • Apple Valley, United States JPMorgan Chase Bank, N.A. Full time

    FROSCH is Chase's best-in-class travel business, delivering exceptional customer service, industry-leading expertise, and meaningful travel experiences to our clients. For more than 45 years, FROSCH has been a travel company of choice, building a client-centered service model and employee-focused workforce. Now, as a part of the JPMorgan Chase family, FROSCH...

  • Financial Planner

    1 month ago


    West Valley City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period) Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients interests first in everything that we do. After four decades of growth...

  • Financial Planner

    4 weeks ago


    West Valley City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period) Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients interests first in everything that we do. After four decades of growth...


  • West Valley City, United States Bank of America Full time

    Job Description: At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of...


  • Hunt Valley, United States The Bank of America Corporation Full time

    This job is responsible for working with high-net worth clients with annual revenues of $100 k-$5 mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both Solutions Advisor, Solutions, Financial, Associate, Financial Advisor, Advisor


  • Hunt Valley, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Solutions Advisor, Financial, Solutions, Advisor, Solution, Business Partner


  • Hunt Valley, United States Northwestern Mutual Full time

    **Financial Advisor/Wealth Management Advisor** Our Mid-Atlantic, Hunt Valley financial advisory firm seeks new Financial Advisors/Wealth Management Advisors to join its growing and highly productive practice. We specialize in recruiting “career changers” - professionals who have experienced success in one industry and may feel capped where they are and...


  • Sun Valley, United States Bank of America Full time

    Description : *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...

  • Asset Management

    2 weeks ago


    Apple Valley, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals Job Summary: Private Wealth Alternatives in the U.S. is a rapidly growing $2 Trillion market and represents an enormous opportunity for J.P. Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets...

  • Financial Advisor

    1 month ago


    Valley Park, Missouri, United States Bremer Bank National Association Full time

    Why Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Financial Advisor

    4 weeks ago


    Valley Park, Missouri, United States Bremer Bank National Association Full time

    Why Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Financial Planner

    1 week ago


    Hunt Valley, United States Verdence Capital Advisors Full time

    About Verdence Capital Advisors Verdence Capital Advisors, LLC (VCA) is a $3.7 billion Registered Investment Advisor with 50 employees. Verdence provides personalized service focused on in-depth financial planning and advice serving ultra-high net worth families, business owners, entrepreneurs, executives, elite athletes, and entertainers. The firm assists...

  • Financial Advisor

    1 month ago


    Valley Park, Missouri, United States Bremer Bank National Association Full time

    Why Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Financial Advisor

    4 weeks ago


    Valley Park, Missouri, United States Bremer Bank National Association Full time

    Why Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...