Financial Advisor
Edward Jones, San Clemente, CA, United States
This financial advisor position is open for 30 days starting 22-Apr-2026. We are looking for an individual with passion for building long-term client relationships and the ability to grow a practice within a supportive branch team.
Key Responsibilities
Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies that help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve desired business results.
Create a highly engaging environment in the branch that fosters mutual trust, respect, feedback, and accountability.
Qualifications and Skills
Interest in financial services/markets and how they work.
A love of learning and challenges, including determination to succeed.
Skill in long‑term relationship building.
Comfortable thinking critically.Passion for new opportunities.
A bachelor's degree strongly preferred or equivalent work‑related experience within the securities/financial services industry.
Financial services and/or sales experience.
Financial services registration, licensing, or certification.
Professional and/or military career progression.
Required Licenses and Registration
SIE (obtainable without firm sponsorship), Series 7, and Series 66 required; registrations may be obtained at Edward Jones during the assigned paid study period if not currently registered.
FINRA registrations required within three months; state insurance licenses required.
Ongoing training required: finishing regular CE and regulatory training to keep licenses in good standing.
Compensation
Trainee pay and a supplemental salary for up to five years before transitioning to the full compensation structure.
Commission, profit‑sharing, and incentive travel opportunities tied to performance.
Supplemental starting salary range: $45,000 – $100,000.
Benefits
Medical, prescription drug, dental, and vision coverage (some at no cost to advisors).
Health savings account, flexible spending account, and 401(k) retirement plan.
Paid sick leave and paid time off where required by law.
Employee Assistance Program, bonuses, and support for paid medical and parental leave when eligibility criteria are met.
EEO Statement and Fair Chance
Qualified applicants with arrest or conviction records will be considered for employment 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).
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Key Responsibilities
Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies that help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve desired business results.
Create a highly engaging environment in the branch that fosters mutual trust, respect, feedback, and accountability.
Qualifications and Skills
Interest in financial services/markets and how they work.
A love of learning and challenges, including determination to succeed.
Skill in long‑term relationship building.
Comfortable thinking critically.Passion for new opportunities.
A bachelor's degree strongly preferred or equivalent work‑related experience within the securities/financial services industry.
Financial services and/or sales experience.
Financial services registration, licensing, or certification.
Professional and/or military career progression.
Required Licenses and Registration
SIE (obtainable without firm sponsorship), Series 7, and Series 66 required; registrations may be obtained at Edward Jones during the assigned paid study period if not currently registered.
FINRA registrations required within three months; state insurance licenses required.
Ongoing training required: finishing regular CE and regulatory training to keep licenses in good standing.
Compensation
Trainee pay and a supplemental salary for up to five years before transitioning to the full compensation structure.
Commission, profit‑sharing, and incentive travel opportunities tied to performance.
Supplemental starting salary range: $45,000 – $100,000.
Benefits
Medical, prescription drug, dental, and vision coverage (some at no cost to advisors).
Health savings account, flexible spending account, and 401(k) retirement plan.
Paid sick leave and paid time off where required by law.
Employee Assistance Program, bonuses, and support for paid medical and parental leave when eligibility criteria are met.
EEO Statement and Fair Chance
Qualified applicants with arrest or conviction records will be considered for employment 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).
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