Associate Financial Advisor

About the role

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.

Responsibilities

• Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
• Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
• Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
• Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
• Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
• Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
• Continually develop yourself to grow personally and professionally.

Requirements

• A high school diploma or equivalent required; bachelor’s degree preferred.
• Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
• At least 3-5 years of relevant experience in the securities industry preferred.
• FINRA licenses required within three months.
• State insurance licenses required.

Qualifications

• You are a critical thinker, problem solver, and have sound judgment to provide solutions to personalized investment issues, involving the FA when appropriate.
• You have resiliency and adaptability in a nimble learning environment.
• You have attention to detail, strong organizational and time management skills.

Skills

• Understanding of legal and regulatory requirements related to selling financial solutions.
• Ability to build meaningful relationships with clients.
• Experience working with attorneys, accountants, trust officers, and other professionals.
• Strong research and analytical skills.
• Effective communication and interpersonal skills.
• Ability to collaborate with the branch team and FA to achieve business objectives.

Benefits

• Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program.
• A support network that extends beyond your branch office and includes headquarters assistance via phone, email, and firm intranet resources.
• Compensation provided for using, not obtaining, the rating.
• Full-time Associates receive the following benefits:
• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
• Associates may be eligible for bonuses and profit sharing.
• All associates are eligible for the firm's Employee Assistance Program.

Pay

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.

Schedule

Edward Jones offers full-time employment opportunities.