Financial Advisor - San Clemente, CA- Market 28, Region 76

Edward Jones Careers•San Clemente, CA

1d•$45,000 - $100,000•Onsite

About The Position

Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. Edward Jones is proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We’ll give you the support you need. Our team will be there every step of the way, providing paid training, a salary for the first five years as you begin to build your practice, a firm-provided branch office in the community, branch office support, and a support network that extends from your branch office to your region to the home office. You can also expect no ceiling to your earning potential and growth, a compensation package that includes opportunities for commissions, profit sharing and incentive travel, and the flexibility that you need to balance your personal and professional lives. A culture of continuous improvement and professional development is also in place.

Requirements

Candidates should have at least one of the four qualifications bullets listed below:
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
Licensing: 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

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.
Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations.
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
A support network that extends from your branch office to your region to the home office
No ceiling to your earning potential and growth
Compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives
A culture of continuous improvement and professional development
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
Where required by applicable law, are eligible for paid sick leave and paid time off
May be eligible for 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