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Edward Jones

Financial Advisor

Edward Jones, San Jose, California, United States, 95199

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Financial Advisor

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Edward Jones

This posting will remain open for 30 days from 02-Dec-2025, but may close early if the volume of applicants is high.

Base pay range $45,000.00/yr - $100,000.00/yr

Job Overview Financial advisors at Edward Jones partner with clients to help them achieve long‑term financial goals, including retirement, building wealth, estate strategies, funding education and more. As a financial advisor you will develop and grow your own practice, supported by your branch team, a home‑office team and other regional advisors. You will lead the branch team in serving clients and contributing to the firm’s purpose, creating an inclusive environment and building trust with clients.

Key Responsibilities

Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions, 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 in line with firm policies, 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 built on mutual trust, respect, feedback and accountability.

Qualifications & Skills

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 thinking critically.

Passion for new opportunities.

At least one of the following: a bachelor’s degree (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 & Registration

SIE (obtainable without firm sponsorship), Series 7 and Series 66 required. If not currently registered, registrations may be obtained at Edward Jones during a paid study period.

FINRA registrations required within three months; state insurance licenses will also be required.

Ongoing training and CE requirements to keep licenses in good standing.

Compensation & Benefits Compensation includes trainee pay, supplemental salary for up to five years, commissions, and equity‑based components. The new program supports your growth as you learn systems and business practices.

Paid training program and initial salary during the first five years.

Commissions, profit sharing, and incentive travel.

Flexibility to balance personal and professional life.

Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life and AD&D coverage.

401(k) retirement plan, HSAs, FSAs.

Paid sick leave, paid time off, parental leave (subject to eligibility).

Eligibility for bonuses, profit sharing, and the firm’s Travel Award Program.

Employee Assistance Program.

Equal Employment Opportunity 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.

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