Associate Financial Advisor

About the role

With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

What we provide

• 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

What characteristics would make you successful

• Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
• Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
• Resiliency and adaptability in a nimble learning environment
• Attention to detail, strong organizational and time management skills

Can you see yourself…

• Providing personalized investment and financial solutions to clients?
• Cultivating relationships in your local community to grow the business?
• Contributing to the branch business plan to increase branch effectiveness?

Responsibilities may include

• 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

Job requirements

• High School Diploma/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 securities industry preferred
• FINRA licenses required within three months. State insurance licenses required
• As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing

Benefits

• A culture of continuous improvement and professional development
• 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 (provided at no cost to associates)
• 401k retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program