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Financial Advisor - Career Change Opportunity

Edward Jones

Goleta, CA
16 days ago
$45,000 - $100,000

Job Description

Edward Jones seeks a Financial Advisor to help clients achieve their long-term financial goals. This role offers comprehensive training, branch office support, and a competitive compensation package with no ceiling on earnings. Join a firm dedicated to making a positive impact in the community.

Key Responsibilities

  • Build relationships to create new clients via various sourcing strategies.
  • Understand clients' needs and create personalized strategies.
  • Oversee branch processes for a high-quality client experience.
  • Engage the branch team to monitor and adjust business plans.
  • Create a positive branch environment of trust and accountability.

Required Qualifications

  • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
  • Financial services and/or sales experience
  • Financial services registration, licensing, or certification
  • Professional and/or military career progression

Benefits & Perks

Medical and prescription drug coverageDental and vision insurance401k retirement planFlexible spending accountPaid sick leave and PTOBonuses and profit sharing opportunitiesPaid medical and parental leave