Logo
Edward Jones

US Experienced Financial Advisor

Edward Jones, Berkeley, California, United States, 94709

Save Job

Join to apply for the

US Experienced Financial Advisor

role at

Edward Jones

Base pay range $50,000.00/yr - $125,000.00/yr

We're Bullish About Your Future Here.

Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch‑team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It’s our sole profit centre. As an Edward Jones advisor, you’re at the helm, supported by every resource to help you succeed.

Job Overview As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home‑office team and regional colleagues. You’ll benefit from over 100 years of history, a network of more offices in the U.S. and Canada than any other investment firm, and an inclusive environment where diverse viewpoints help achieve results.

Edward Jones is built to help you positively impact clients’ lives by helping them achieve long‑term financial goals while making a difference in your community.

Key Responsibilities

Build relationships to create new clients via face‑to‑face and virtual sourcing strategies.

Deeply understand clients’ needs and create personalized, comprehensive strategies.

Oversee branch processes and ensure a high‑quality, streamlined client experience consistent with firm policies, regulatory requirements and ethical guidelines.

Engage the branch team to monitor and adjust the branch business plan to increase effectiveness.

Create a highly engaging environment of mutual trust, respect, feedback and accountability.

Complete ongoing training offered by the firm and regulatory authorities to maintain registrations and licenses.

Receive a firm‑provided branch office in the community.

Receive client support so you can focus on clients.

Work independently with a support network that extends from your client support team to region to home office.

Benefits Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life and basic AD&D coverage (provided at no cost). 401k, health savings account and flexible spending account. Flexibility in schedule, paid sick leave, paid time off, bonuses, profit sharing, paid medical and parental leave, travel award programme and employee assistance programme.

Earn Salary, Commissions, New Asset Compensation

No ceiling to your earning potential; compensation is tied to effort.

Multi‑faced compensation package with profitability bonuses, profit sharing and incentive travel.

Flexibility to balance personal and professional lives.

What characteristics would make you a successful financial advisor?

Strong communication skills and self‑starter.

Love of learning and challenges, determined to succeed.

Skilled in long‑term relationship building.

Adaptable to new information, seeking right solutions for clients.

Comfortable in critical thinking.

Passion for new opportunities.

Candidate Qualifications

Series 7 and Series 66 required.

Experience in financial services working with clients and in‑depth knowledge of investment products and services.

State insurance licences preferred.

Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC® or Chartered Retirement Planning Counselor™.

Seniority level Mid‑Senior level

Employment type Full‑time

Job function Finance and Sales

About Us Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proudly privately‑owned and focused on client relationships. Our purpose is to partner for positive impact, improve lives and strengthen communities.

Edward Jones does not discriminate on the basis of race, colour, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#J-18808-Ljbffr