Financial Advisor - Santa Cruz, CA - Market 31, Region 382

Financial advisors partner with clients to achieve long-term financial goals, developing and growing their own practice with support from a branch team and regional financial advisors. Edward Jones values an inclusive environment and offers support, including paid training and a firm-provided branch office. Financial advisors can positively impact clients' lives and work together to achieve their long-term financial goals, enabling them to make a difference in their community.

Requirements

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• 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
• 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
• Firm-provided branch office
• Branch office support
• Compensation package with opportunities for commissions, profit sharing, and incentive travel
• Flexible work schedule
• Culture of continuous improvement and professional development