Financial Advisor at Edward Jones Newport Beach, CA

Financial Advisor – Newport Beach, CA

Partner with clients to achieve their long‑term financial goals while building and growing your own practice within the Edward Jones network.

• Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking, referrals, social media, and speaking engagements.
• Deeply understand clients  needs and priorities to create personalized, comprehensive strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience that meets firm policies, regulations, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan, improving effectiveness and achieving desired results.
• Create an engaging environment of mutual trust, respect, feedback, and accountability within the branch.

• SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be required; if not registered, registrations may be obtained at Edward Jones during the paid study period.
• FINRA registrations required within three months; state insurance licenses required.
• Ongoing training and CE required to maintain licenses.
• Qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

• A bachelor s degree is strongly preferred or equivalent work‑related experience within securities or financial services industry.
• Experience in financial services and/or sales.
• Financial services registration, licensing, or certification.
• Professional and/or military career progression.
• Interest in financial services and markets.
• Love of learning and determination to succeed.
• Skilled in long‑term relationship building.
• Comfortable with critical thinking.
• Passion for new opportunities.

• Paid training program and initial supplemental salary for the first five years.
• Commission, profit sharing, and incentive travel opportunities.
• Medical, prescription drug, dental and vision coverage; voluntary benefits such as accident, hospital indemnity, and critical illness.
• Disability income continuation, basic life and basic AD&D coverage at no cost.
• 401(k) retirement plan, health savings account, and flexible spending account.
• Paid sick leave and paid time off where required by law.
• Bonuses, profit sharing, and paid medical and parental leave for eligible advisors.
• Access to the firm s Travel Award Program and Employee Assistance Program.

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.