Financial Services Specialist

7 days ago


Pleasant Hill, California, United States Edward Jones Full time
Company Overview
Edward Jones is a financial services firm where people come first. With over 9 million clients and 20,000 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.

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.

Salary
We offer a compensation package that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

The Supplemental Starting Salary Range is $45,000 - $100,000.

Job Description
As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement and wealth building. You will have access to extensive support, training, and a flexible work environment, enabling you to grow your practice independently while leading a branch team.

This role emphasizes relationship building, personalized financial strategies, and the continuous development of both you and your clients.

You will 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).

You will deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

Required Skills and Qualifications
To succeed as a Financial Advisor, you should have a strong interest in financial services/markets and how they work.

You should be skilled in long-term relationship building and comfortable thinking critically.

A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.

Benefits
We offer a comprehensive benefits package, including 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.

We also offer a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.

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