Financial Advisor - Santa Rosa, CA - Market 31, Region 48
Edward JonesSanta Rosa, California, United States
Posted March 12, 2026
Full Time
About the Company
Edward Jones is a leading North American financial services firm that partners with individuals and families to help them achieve their financial goals. With more than 20,000 financial advisors across the U.S. and Canada, the firm serves over 9 million clients and manages $2.2 trillion in assets under care. Its core focus is personalized, long-term wealth management, and it distinguishes itself through a deep branch network that reaches 68% of U.S. counties and most Canadian provinces, enabling face-to-face service in a digital age. Edward Jones also prioritizes social impact, encouraging associates to contribute to their communities while fostering a culture of collaboration and client-centric care.
Job Description
Financial advisors partner with clients to achieve long-term financial goals, and work with Edward Jones to develop and grow their own practice. The role involves building relationships, understanding client needs, and creating personalized strategies to help clients achieve their goals. The company offers support, including paid training, salary, and a branch office, to help advisors succeed.
Requirements
- Build relationships to create new clients
- Understand clients' and prospective clients' needs
- Oversee branch processes and responsibilities
- Engage the branch team to create a business plan
- Create a highly engaging environment in the branch
Benefits
- Paid training
- Salary for the first five years
- Firm-provided branch office
- Branch office support
- Support network
- No ceiling to earning potential and growth
- Compensation package
- Flexibility to balance personal and professional lives
- Culture of continuous improvement and professional development