Financial Services Professional

6 days ago


Rocklin, California, United States Edward Jones Full time
Unlock Your Potential as a Financial Advisor

At Edward Jones, we're committed to helping our clients achieve their long-term financial goals. As a financial advisor, you'll play a critical role in building relationships with clients, understanding their needs, and developing personalized strategies to help them succeed.

Key Responsibilities
  • Build a strong network of clients and prospects through face-to-face and virtual interactions
  • Develop a deep understanding of clients' financial goals, priorities, and concerns
  • Design and implement comprehensive financial plans to help clients achieve their objectives
  • Oversee branch operations and ensure a high-quality client experience
  • Lead and motivate the branch team to drive business results
What We Offer
  • Paid training and licensing support to help you succeed
  • A competitive compensation package with bonus potential and profit-sharing opportunities
  • A comprehensive benefits program, including health insurance and 401(k) matching
  • The flexibility to balance your personal and professional life
  • Ongoing training and professional development to help you grow in your career
Requirements
  • A bachelor's degree or equivalent work experience in the securities/financial services industry
  • Financial services and/or sales experience
  • Financial services registration, licensing, or certification
  • Professional and/or military career progression

We're proud to be a Fortune 500 company where people come first. Our purpose is to partner for positive impact and improve the lives of our clients and colleagues. If you're passionate about helping others achieve their financial goals, we encourage you to explore this opportunity further.



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