Financial Advisor - Menlo Park, Ca - Market 31, Region 67

Jones Financial (Edward Jones)

Menlo Park, CA, US
Salary provided for first five years; commissions ...
On-site
Build relationships to create new clients
Understand client needs and priorities
Oversee branch processes and roles
Edward Jones is seeking a Financial Advisor in Menlo Park, CA, to help clients achieve their long-term financial goals while building their own practice. The role offers a supportive environment with extensive training and a strong focus on client relationships

Job Summary

  • Financial advisors partner with clients to help them achieve long-term financial goals such as retirement, building wealth, and estate strategies.
  • The role involves developing and growing your own practice while being supported by a branch team, home-office team, and regional advisors.
  • Compensation includes a salary for the first five years, commissions, profit sharing, and incentive travel opportunities.

Matching Summary

Match Score: 85

Edward Jones is seeking a Financial Advisor in Menlo Park, CA, to help clients achieve their long-term financial goals while building their own practice. The role offers a supportive environment with extensive training and a strong focus on client relationships.

Salary

Salary provided for first five years; Commissions and profit sharing included; Incentive travel available

Skills & Requirements

Must-have

  • Build relationships to create new clients
  • Understand client needs and priorities
  • Oversee branch processes and roles
  • Engage branch team for business plan
  • Create engaging environment of trust

Nice-to-have

  • Face-to-face and virtual sourcing strategies
  • Social media and speaking engagements
  • Continuous improvement culture
  • Inclusive environment with diverse viewpoints
  • Flexible work-life balance

Key Requirements

  • Get registered and licensed
  • Complete industry's top training program
  • Ability to build independent practice

Work Rights

Not specified

Tailored Resume

Cover Letter