US Experienced Financial Advisor

San Francisco, CA $-$

$50,000.00/yr - $/yr

As a financial advisor with Edward Jones, you will develop and grow your own practice, supported by branch associates, a home-office team, and other regional advisors. You will benefit from over 100 years of history and a firm built on a long-term investment philosophy that helps more than eight million clients achieve their goals.

• Build relationships to create new clients via face‑to‑face and virtual sourcing strategies, including residential, business, networking, introductions and referrals, social media, and speaking engagements.
• Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• Complete ongoing training offered by the firm and regulatory authorities, and maintain registrations and licenses in good standing.
• A firm‑provided branch office in the community.

Edward Jones’ compensation and benefits package includes medical, dental, vision, voluntary benefits such as accident, hospital indemnity, and critical illness, disability income continuation, basic life, and basic AD&D coverage. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave; and participation in the firm’s Travel Award Program. All associates are eligible for the firm’s Employee Assistance Program.

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
• A multi‑faced compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel.
• The flexibility that you need to balance your personal and professional lives.

• Strong communications skills and self‑starter.
• Love of learning and challenges, including determination to succeed.
• Skilled in long‑term relationship building.
• Adaptable to new information seeking the right solutions for clients.
• Comfortable in your ability to think critically.
• Passion for new opportunities.

• Series 7 and Series 66 required.
• Experience in financial services working with clients, in‑depth knowledge of investment products and services with a track record of success.
• State insurance licenses preferred.
• Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

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.