Job Details

Experienced Financial Advisor

  2025-09-12     Edward Jones     Santa Barbara,CA  
Description:

Unlock Your Potential with Us!

Your expertise is in demand, and we understand you have choices. However, we provide an unparalleled opportunity through our distinctive branch-team business model. You'll work alongside a dedicated branch office administrator, focused solely on building and nurturing client relationships. As an Edward Jones advisor, you steer your practice, supported by extensive resources designed to propel your success.

At Edward Jones, our commitment over nearly a century demonstrates our dedication to long-term investment philosophies that help clients reach their goals. Our advisors deliver tailored solutions addressing clients' unique needs and challenges, building their business in a way that suits them best.

About the Role

As a financial advisor with Edward Jones, you'll have the chance to cultivate and expand your own practice, backed by branch associates, regional financial advisors, and a home-office support team. With more locations than any other investment firm in the U.S. and Canada, you're poised to make a meaningful impact on the financial lives of over eight million clients.

We cherish the individuality that our financial advisors bring to our firm. Our culture thrives on inclusion, respecting diverse perspectives to achieve exemplary results.

Your Responsibilities

  • Develop new client relationships through various strategies, including face-to-face meetings, virtual outreach, and networking.
  • Gain a deep understanding of your clients' needs to create personalized financial strategies that foster trust.
  • Manage branch operations to ensure a seamless client experience while adhering to company policies and regulatory guidelines.
  • Collaborate with your branch team to craft and adjust business plans that drive branch performance and growth.
  • Foster a positive branch environment built on trust, respect, and accountability.
  • Participate in ongoing training to maintain required licenses and improve your expertise.
  • Enjoy the use of a branch office located within the community.
  • Benefit from client support that allows you to focus on relationship-building.
  • Leverage a comprehensive support network that extends from your office to regional and home-office teams.

What We Offer

Edward Jones provides a robust compensation and benefits package, which includes:

  • Medical, dental, and vision coverage.
  • Disability income continuation and life insurance coverage, at no cost to you.
  • A 401(k) retirement plan and options for health savings accounts.
  • Flexible scheduling and eligibility for paid sick leave and time off.
  • Incentives like performance bonuses, profit sharing, and travel rewards.
  • Access to an Employee Assistance Program for personal and professional support.

Your earning potential is limitless, with a compensation structure aligning with your efforts and success. Our multi-faceted compensation package includes profit-sharing and incentive options designed to help you build a rewarding career.

Candidate Qualifications

  • Required: Series 7 and Series 66 licenses.
  • Experience in financial services with a proven track record.
  • Preferred: State insurance licenses and additional designations such as CFP or CRPC.

A Commitment to You

At Edward Jones, we value every associate and celebrate diversity. Our mission is to build a workplace where everyone belongs and feels respected. Join us in making a positive impact in our communities!

All applicants will be reviewed fairly, and we maintain compliance with applicable laws regarding criminal history.

For more about our values and to view our purpose, consider our Inclusion and Citizenship Report.


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