1+ months

US Experienced Financial Advisor

Sacramento, CA 95814
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  • Jobs Rated
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.

Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

*Do you want to elevate your practice? Edward Jones is here for you.*

With Edward Jones, experienced Financial Advisors like you will discover a different kind of business model. Over 19,000 financial advisors run their own offices and make their own decisions. But they have vast resources, from a full-time Branch Office Administrator to some of the most advanced technological tools and resources in the industry. With Edward Jones you can be in business for yourselfbut not by yourself. So why not grow your practice with an organization that supports your professional and personal development.

Edward Jones is constantly adapting while staying firmly grounded in doing whats best for our clients thats what makes us an industry original and steady as a rock. For more than 97 years weve put an intense value on trusting relationships, nurturing ideas and investing in people. Its why were consistently rated as a great place to work by our Financial Advisors. This is what makes us stand out in the industry this is what makes us Edward Jones.

Moving your practice takes a lot of self-reflection, and we are here at any point in time for a confidential discussion. We have an entire team dedicated to transitioning your practice, including connecting you with Financial Advisors whove recently made the transition to Edward Jones.

*Forward thinking. Industry leading and technologically advanced.

Edward Jones is Built to be better. Together and individually.*

* Our community-based branch offices are our only profit center.
* Individual support from a Branch Office Administrator and thousands of headquarters associates allow you to focus on whats most important, your clients.
* You are truly equipped to provide whats best for each of your clients not for the firm. We offer a full spectrum of products and services to help meet the goals of your client. From high-net-worth individuals to business owners to all other long-term investors, Edward Jones provides the products, plus extensive support and resources, to help ensure you can serve each of your clients unique and often complex investing needs.
* Our Integrated information system and advanced, client-facing technology makes it easy to serve clients with Focus on our Docusign, remote capabilities, mobile app for clients, goals-based advice, financial foundations.
*We believe that those who share in the work, should share in the rewards*

* Transfer compensation is individually assessed and optimized for incoming financial advisors to ensure a smooth transfer to the firm.
* Your compensation is based on the practice you build, not requirements defined by prior performance levels, obligations or stipulations.
* A portion of your variable income is based off assets that transfer in for up to the first five years, regardless of how the assets are invested even if they are transferred in kind.
* Your total compensation is made up of multiple income streams, which could include, commissions, guaranteed supplemental salary and new asset compensation, profits sharing, travel awards and partnership opportunities.*
*Transition Team*

Our team will be there every step of the way, providing:

* Pre-transition planning.
* Industry leading training and support tailored to your unique needs and the needs of your clients.
* For those Financial Advisors transitioning a more robust practice, On-Site support begins Day 1.
* Ongoing dedicated support to help ensure a smooth transition for your practice and your clients.
*You can also expect*

* No ceiling to your earning potential and growth based on the energy and effort you put forth.
* Your production your earnings.
* Leadership development opportunities; your professional development is tailored to you.
* The flexibility that you need to balance your personal and professional life the best of both worlds.
*In the past, certain financial advisors have had the opportunity to make a limited partnership investment in Edward Jones parent company, The Jones Financial Companies, L.L.L.P. (JFC), a Missouri limited liability limited partnership. Eligibility to participate in a limited partnership offering has historically required, among other things, financial advisors to meet certain tenure and performance requirements. As of January 1, 2020, over 24,000 Edward Jones associates, including financial advisors, branch office administrators and home office associates are limited partners of JFC. Past limited partnership offerings are not a guarantee of future offerings.

**If you have less than three years experience, less than $30 million in portable assets under care or trailing 12-month production of less than $250,000, a supplemental starting salary range of $38,500 $100,000 is provided.

If you have more than three years experience, greater than $30 million in portable assets under care and trailing 12-month production of $250,000 or higher, your salary will be customized based on your 12-month production.

[Experienced Financial Advisors Compensation](https://careers.edwardjones.com/career-areas/experienced-financial-advisor/compensation-and-benefits/)


* Must have the following registrations: Series 7 and Series 63/65 or Series 66.
* Insurance license preferred, will be required if not currently held.
* Desire to build long-term client relationships and experience in a client-facing role.
* Passion for new opportunities to grow your individual financial advising practice while being collaborative region and firm wide.

* J.D. Power, 2020 Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2020 U.S. Financial Advisor Satisfaction Study.
* Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2020 Financial Advisor Satisfaction Studies of employee advisors satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.

* 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No. 20 on the list.
* From FORTUNE 2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* 2020 Best Workplaces for Women by Great Place to Work and FORTUNE Edward Jones was named the No. 5 on list.
* 2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundations 19th annual scorecard on LGBTQ workplace equality.
* 2020 Best Workplaces for Parents by Great Place to Work and FORTUNE Magazine Edward Jones ranked No. 7 on the list of 100 companies.
* From FORTUNE. 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE Media IP Limited are not affiliated with, and do not endorse the products or services of, Edward Jones.

* 2020 Best Workplaces for Millennials by Great Place to Work and FORTUNE list Edward Jones ranked No. 2 overall, in its fourth appearance on the list.
* From FORTUNE. 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE Media IP Limited are not affiliated with, and do not endorse the products or services of, Edward Jones.

* 2021 Training Top 100 list Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.

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


  • Banking / Finance

Jobs Rated Reports for Financial Advisor

Posted: 2021-09-24 Expires: 2021-12-27

Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. We attribute a great deal of our success to our principles and personal, long-term approach to investing.

We have consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately owned company, Edward Jones has a very personal feel that’s almost like family. And we’re very proud of that.

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US Experienced Financial Advisor

Edward D. Jones & Co., L.P
Sacramento, CA 95814

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