Financial Advisor: Client & Licensing Path
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-07-01
Listing for:
Edward Jones
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Edward Jones is looking for a dedicated financial advisor in Los Altos, California, to build strong relationships with clients and help them achieve their long-term financial goals. This role requires a bachelor’s degree or equivalent experience in the financial services industry, along with required licenses like SIE, Series 7, and Series 66.
The compensation includes a trainee pay, commissions, profit sharing, and multiple benefits including a 401(k) plan and health accounts.
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