Financial Advisor - Career Change Opportunity

Full-time - Entry Level

Davis, CA

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a financial advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement planning, wealth building, and estate strategies. You will develop and grow your own practice with the support of a branch team and a home-office team, benefiting from over 100 years of company history. This role emphasizes building strong client relationships and leading a branch team to deliver high-quality service while contributing to the firm's purpose of making a positive impact in the community.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs, priorities, and concerns to create personalized strategies.
• Oversee branch processes to ensure a high-quality client experience consistent with firm policies.
• Engage the branch team to create and adjust the branch business plan for effectiveness.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.

Requirements

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

Nice-to-haves

• Interest in financial services/markets and how they work.
• Love of learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Comfortable in critical thinking and problem-solving.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Disability income continuation
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account and flexible spending account
• Paid sick leave and paid time off
• Bonuses and profit sharing
• Paid medical and parental leave
• Employee Assistance Program