- Company: Edward Jones Careers
- Location: Santee
- Salary: $45,000–$100,000/yr
Edward Jones Careers — company details are preparing and update automatically in a few seconds (or refresh).
Join Edward Jones as a full-time Financial Advisor in Santee, where you'll build your own thriving advisory practice and help families achieve their financial goals.
About the Role
This full-time position offers the opportunity to establish and expand your own financial advisory practice with the comprehensive support of Edward Jones' local branch team. You'll combine entrepreneurial freedom with institutional resources, serving clients in your community while building a sustainable career in financial services.
What You'll Do
- Conduct comprehensive financial consultations with individuals and families to understand their objectives and circumstances
- Design personalized financial strategies addressing retirement income, wealth accumulation, estate planning, and education funding
- Educate clients on investment fundamentals, portfolio diversification, and risk management strategies
- Monitor and review client portfolios, recommending adjustments to align with changing goals and market conditions
- Generate new business through relationship-building, networking, and client referrals within your community
- Maintain detailed client records and ensure compliance with industry regulations and standards
What We're Looking For
- Exceptional communication and active listening skills with a genuine interest in helping others
- Entrepreneurial drive and comfort building a practice from the ground up
- Ability to establish trust and manage long-term client relationships
- Sales capability and confidence in prospecting and business development
- Analytical mindset with attention to detail and organizational discipline
- Commitment to ongoing professional development and financial services licensing
About Edward Jones
Edward Jones is a client-focused financial services firm serving individual investors and small business owners. Known for its community-based approach, Edward Jones values personalized advisory relationships and empowers financial advisors to build independent practices while maintaining access to firm resources and institutional support.
How to Apply
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Listing facts
- Role Financial Advisor
- Employer Edward Jones Careers
- Location Santee
- Type Full Time
- Pay (from listing) $45,000–$100,000/yr
- Posted June 25, 2026
- Apply by 2026-08-08
- Country context US
- Overview Full original description on this page (292 words; rewritten for clarity, not a teaser paste)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
Typical work in Financial Advisor
Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Public discussions & open sources
Attributed public threads and profiles — not employee reviews or star ratings.
- Hacker News — Ask HN: Who is hiring? (April 2025)
- Hacker News — Jack Welch has died
- Hacker News — Shoichiro Toyoda, who turned Toyota into global automaker, has died
- Hacker News — Reasons YouTubers keep imploding, from a YouTuber
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6 other opening(s) at Edward Jones Careers on Get A Job.AI
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Occupation family: Financial Advisor
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