Financial Advisor - Sacramento, CA - Market 31, Region 201

Edward Jones Careers•Sacramento, CA

3d•Hybrid

About The Position

Edward Jones is seeking a Financial Advisor to partner with clients and help them achieve their long-term financial goals, such as retirement, wealth building, estate strategies, and education funding. As a financial advisor, you will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. Edward Jones has a long history in the industry, serving over eight million clients across the U.S. and Canada. The firm values an inclusive environment where diverse viewpoints contribute to success. Financial advisors lead the branch team, understand client goals deeply, and help clients stay on track. The role offers paid training, a salary for the first five years while building a practice, a firm-provided branch office, and branch office support. You will work independently but have a large support network. There is no ceiling to earning potential, with compensation tied to effort, including opportunities for commissions, profit sharing, and incentive travel. The role also offers flexibility to balance personal and professional lives and a culture of continuous improvement and professional development.

Requirements

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
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months.
State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Nice To Haves

An 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 your ability to think critically
Passion for new opportunities

Responsibilities

Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 to help them achieve their goals.
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.

Benefits

Paid training
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support
Medical and prescription drug coverage
Dental coverage
Vision coverage
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Disability income continuation
Basic life coverage
Basic AD&D coverage
401k retirement plan
Tax-advantaged accounts: health savings account and flexible spending account
Flexibility in their schedule
Paid sick leave and paid time off (where required by applicable law)
Bonuses
Profit sharing
Paid medical and parental leave (for Financial Advisors that satisfy eligibility requirements)
Participation in the firm's Travel Award Program
Employee Assistance Program