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Financial Advisor - Career Change Opportunity

Edward Jones

Sonoma, CA
2 days ago
$45,000 - $100,000

Job Description

Join Edward Jones as a Financial Advisor and take charge of your own practice while helping clients achieve their long-term financial goals. Benefit from extensive training, a supportive team, and a compensation program that rewards your efforts and growth.

Key Responsibilities

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

Required Qualifications

  • Bachelor's degree or equivalent work-related experience in securities/financial services industry
  • Financial services and/or sales experience
  • Financial services registration, licensing, or certification
  • Professional and/or military career progression

Preferred Qualifications

  • Interest in financial services/markets
  • Strong relationship-building skills
  • Critical thinking abilities
  • Determination to succeed
  • Passion for new opportunities

Benefits & Perks

Medical, dental, and vision insurance401k retirement planFlexible spending account and health savings accountPaid medical and parental leaveEmployee Assistance ProgramBonuses and profit sharingPaid time off and sick leave