Associate Financial Advisor
3 weeks ago
At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 905 Calle Amanecer Suite 260, San Clemente, CA 92673
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
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 an associate financial advisor with the industry's top training program
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
- Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
- Resiliency and adaptability in a nimble learning environment
- Attention to detail, strong organizational and time management skills
Can you see yourself
- Providing personalized investment and financial solutions to clients?
- Cultivating relationships in your local community to grow the business?
- Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
You'll be competitively compensated
- Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
- The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65570.00
Hiring Maximum: $85156.00
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
- Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
- Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
- Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
- Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
- Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
- Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
- Continually develop yourself to grow personally and professionally.
Job Requirements
- High School Diploma/Equivalent required; Bachelor's degree preferred
- Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- At least 3-5 years of relevant experience in securities industry preferred
- FINRA licenses required within three months. State insurance licenses required
- As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
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-BOA
-
Solana Beach, CA, 92075, San Diego County, CA, United States Charles Schwab Full timePosition Type: Your opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on...
-
Financial Analyst, Consultant
3 weeks ago
El Dorado Hills, CA, 95762, El Dorado County, CA, United States Blue Shield of California Full timeYour Role The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership. Our team is looking for a Financial Analyst, Consultant to steer financial performance toward Blue Shield goals. The position will support annual planning, monthly...
-
Liver Transplant Financial Services Specialist
4 weeks ago
SAN DIEGO, California, 92101, San Diego County, CA, United States CEDARS-SINAI Full timeJob DescriptionAlign yourself with an organization with a reputation for excellence. Cedars-Sinai was awarded the National Research Corporation’s Consumer Choice Award 19 times for providing the highest-quality medical care in Los Angeles. We were also awarded the Advisory Board Company’s Workplace of the Year. This recognizes hospitals and health...
-
Controller
1 month ago
Sacramento, CA, 95838, Sacramento County, CA, United States AtWork Group Full timeWe are seeking a detail-oriented and experienced Controller to oversee all financial and accounting activities of our company.An active CPA is required!Experience in manufacturing preferred!Responsibilities:Manage all aspects of the accounting department, including accounts payable, accounts receivable, payroll, and financial reporting.Develop and maintain...
-
Full Time Veterinarian
1 week ago
Orange, CA, 92866, Orange County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in KankakeeAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Veterinarian - Doctor of Veterinary Medicine
1 week ago
Orange, CA, 92866, Orange County, CA, United States Lap of Love Part timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in OrangeAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Mobile Veterinarian
1 week ago
Santa Ana, CA, 92725, Orange County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in Santa AnaAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Lincoln, CA, 95648, Placer County, CA, United States AutoNation Honda Roseville Full timeOverview: Have a passion for cars and want to continue to grow your expertise as an Automotive Technician? AutoNation offers paid training and growth opportunities for Automotive Technicians. Honda in Roseville offers a modern state-of-the-art facility with tenured Automotive Service Technicians and Advisors in a busy shop! Our Technicians are paid based on...
-
Experienced Automotive Technician
1 day ago
Pleasanton, CA, 94566, Alameda County, CA, United States BMW of Fremont Full timeOverview: Are you a tenured, manufacturer-certified Automotive Service Technician with strong experience and solid leadership skills? This is your opportunity to align your career with the number one automotive retailer and service provider in the nation. BMW in Fremont offers a modern state-of-the-art facility with tenured Automotive Service Technicians and...
-
RN - Home Health
1 day ago
San Juan Capistrano, California, 92675, Orange County, CA, United States Providence Full timeDescription $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment. HOME HEALTH RN - Providence St. Joseph Health Seacrest Home Health Schedule: Full time, Day shift (40 hrs/week) Pay: Pay Per Visit Location: Candidate will be servicing around San, Clemente, San Juan Capistrano, Laguna Niguel and other...
-
Veterinarian - Doctor of Veterinary Medicine
1 week ago
San Leandro, CA, 94577, Alameda County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in San LeandroAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Payables Specialist II
3 weeks ago
Rocklin, CA, 95765, Placer County, CA, United States AtWork Group Full timeWe are seeking a Payables Specialist II s objective is to support the Finance department leadership in ensuring financial control management. This is a mid-level position with increased responsibility in accounts payable functions.RESPONSIBILITIES:● GENERALEmploy time management in balancing all work dutiesAdhere to all company policies and procedures,...
-
Full Time Veterinarian
1 week ago
San Francisco, CA, 94199, San Francisco, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in San FranciscoAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Production Supervisor
1 month ago
Redding, CA, Shasta County, CA, United States Calportland Full time*Job Summary*Under limited supervision, the Production Supervisor is responsible for overseeing, planning, organizing, and coordinating employee activities for the safe production of material in the cement plant. This position works closely with the Process Control Supervisor on same shift. This position reports to the Production Superintendent or designated...
-
Veterinarian - Doctor of Veterinary Medicine
1 week ago
Beaumont, CA, 92223, Riverside County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in SavannahAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Mobile Veterinarian
1 week ago
Riverside, CA, 92504, Riverside County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in RiversideAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Full Time Veterinarian
1 week ago
Oakland, CA, 94612, Alameda County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in OaklandAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Mobile Veterinarian
1 week ago
Vacaville, CA, 95688, Solano County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in VacavilleAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Veterinarian - Doctor of Veterinary Medicine
1 week ago
Beaumont, CA, 92223, Riverside County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in BeaumontAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
-
Mobile Veterinarian
1 week ago
Modesto, CA, 95354, Stanislaus County, CA, United States Lap of Love Full timeLife is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in ModestoAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...
