Financial Advisor - Santa Cruz, CA - Market 31, Region 382

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors.

Requirements

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results

Benefits

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation
• Basic life
• Basic AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Paid sick leave
• Paid time off
• Bonuses
• Profit sharing
• Paid medical and parental leave
• Participation in the firm's Travel Award Program
• Employee Assistance Program