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Financial Advisor

Job in Santee, San Diego County, California, 92071, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-08-24
Job specializations:
  • Finance & Banking
    Financial Sales, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

We are a financial services firm seeking a dedicated Financial Advisor to join our team and help clients achieve their long‑term financial goals.

Key Responsibilities
  • Build relationships and acquire new clients through face‑to‑face and virtual sourcing strategies.
  • Deeply understand clients’ needs, priorities, and concerns to create personalized strategies.
  • Oversee branch processes and ensure compliance with policies, regulations, and ethical guidelines.
  • Collaborate with the branch team to develop, monitor, and adjust the business plan to increase effectiveness.
  • Create a high‑engagement environment built on trust, respect, feedback, and accountability.
Skills & Requirements
  • At least one of the following: bachelor’s degree or equivalent work experience; financial services and/or sales experience; financial services registration, licensing or certification; or a record of professional/military career progression.
  • Strong interest in financial services and markets; love of learning and challenges; skilled long‑term relationship building; comfortable in critical thinking; passion for new opportunities.
Licensing
  • SIE (self‑study supported by the firm) and Series 7 and Series 66 required. Registrations may be obtained during the paid study period.
  • FINRA registrations required within three months; state insurance licenses also required.
  • Ongoing training and CE requirements to keep licenses in good standing.
Compensation & Benefits
  • Paid training and support to obtain registration and licensing.
  • Salary for the first five years while building a practice.
  • Firm‑provided branch office and operational support.
  • No ceiling to earning potential; compensation tied to effort with opportunities for commissions, profit sharing, and incentive travel.
  • Medical, prescription, dental, vision, and voluntary benefits such as accident and hospital indemnity at no cost.
  • 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
  • Paid sick leave, paid time off, and potential bonuses and profit sharing.
  • Travel award program and employee assistance program.

Edward Jones is an equal opportunity employer. We do 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. Qualified applicants with arrest or conviction records will be considered under the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

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