Top 37 Residential Advisors Jobs in Santa Cruz, CA

Financial Advisor
Edward Jones —Soquel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Scotts Valley, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
HVAC Comfort Advisor - in home sales - San Jose, CA
Atlas Trillo Heating & Air Conditioning —San Jose, CA
- $100,000 - $250,000 a year
- Weekends as needed
- Background check
- Customer service
- Pass drug screening
- Fuel card
- Paid holidays
8d
Director of Slug Support
University of California Santa Cruz —Santa Cruz, CA
- $90,000 - $99,000 a year
- Online Application
- Hybrid work
- Spanish
- Current TB test
- Writing skills
13d
Residential Services Coordinator - Full Time - 40 Hours/Week - Sun-Thu - 8AM-430PM - Union (BL
Episcopal Community Services —San Jose, CA
- $23.48 - $23.50 an hour
- Full-time
- Current TB test
- Working with individuals with disabilities
- Residential
Quick Apply
3d
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas
Bank of America —Capitola, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Retail Brand Ambassador
ARS-Rescue Rooter —Morgan Hill, CA
- $20 - $22 an hour
- Weekends as needed
- Ability to walk for extended periods
- Residential
- In-person
- Paid training
- Health savings account
Quick Apply
Wireless Sales Executive
Wireless Plus —San Jose, CA
- $22 - $30 an hour
- Weekends as needed
- Inventory management
- Merchandising
- Residential
- Profit sharing
- Health insurance
Quick Apply
Sales Lead Generator
ARS-Rescue Rooter —San Jose, CA
- $20 - $22 an hour
- Weekends as needed
- Background check
- Ability to walk for extended periods
- Mid-level
- Paid training
- Health savings account
Quick Apply
Retail Lead Generator
ARS-Rescue Rooter —Campbell, CA
- $20 - $22 an hour
- Weekends as needed
- Ability to walk for extended periods
- Residential
- In-person
- Paid training
- Health savings account
Quick Apply
Bilingual Wireless Sales Professional
Wireless Plus —San Jose, CA
- $22 - $35 an hour
- Weekends as needed
- Bilingual
- Inventory management
- Merchandising
- Profit sharing
- Health insurance
Quick Apply
3d
Credit Solutions Advisor - Almaden Valley
Bank of America —San Jose, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Financial Solutions Advisor- San Jose Area
Bank of America —San Jose, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Solutions Advisor- Cupertino Financial Center
Bank of America —Cupertino, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Enterprise Lending Officer - San Jose
Bank of America —San Jose, CA
- $65,000 - $73,000 a year
- Extended hours
- Background check
- Computer literacy
- Mid-level
Credit Solutions Advisor - Prospect Saratoga Ave
Bank of America —San Jose, CA
- $25.00 - $29.61 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market
Bank of America —San Jose, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Partnership Executive – Sales to Advisory Track | $250K+ Potential
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Partnership Executive - Investment Sales
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Senior level
- Health insurance
- Dental insurance
Quick Apply

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Northwestern Mutual —Campbell, CA
*Educate*—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Retirement Package and Pension Plan.
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Financial Advisor
Edward Jones —Soquel, CA
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…
$45,000 - $100,000 a year

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Residential Advisors jobs near Santa Cruz, CA

Financial Advisor

Edward Jones -
Soquel, CA

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Job Details

Full-time
$45,000 - $100,000 a year

Benefits

Profit sharing
Paid training
Health savings account
AD&D insurance
Disability insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
On-the-job training
Parental leave
Employee assistance program
Vision insurance
Paid sick time

Qualifications

Series 66
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

This job posting is anticipated to remain open for 30 days, from 15-Jun-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. 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. You'll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We’ll give you the support you need. Our team will be there every step of the way, providing:

Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.

You can also expect…

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives – the best of both worlds
A culture of continuous improvement and professional development

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 to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities

Can you see yourself…

Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business’s growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

A bachelor's degree is 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

Licensing:

SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.

Compensation:
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

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). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Apply Now

Refine Your Search

Residential Advisors jobs in Santa Cruz, CA

Financial Advisor

Financial Advisor

HVAC Comfort Advisor - in home sales - San Jose, CA

Director of Slug Support

Residential Services Coordinator - Full Time - 40 Hours/Week - Sun-Thu - 8AM-430PM - Union (BL

Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas

Retail Brand Ambassador

Wireless Sales Executive

Sales Lead Generator

Retail Lead Generator

Bilingual Wireless Sales Professional

Credit Solutions Advisor - Almaden Valley

Financial Solutions Advisor- San Jose Area

Financial Solutions Advisor- Cupertino Financial Center

Enterprise Lending Officer - San Jose

Credit Solutions Advisor - Prospect Saratoga Ave

Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market

Partnership Executive – Sales to Advisory Track | $250K+ Potential

Partnership Executive - Investment Sales

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