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

• Gather information and collect 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.
• Meet 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.
• Partner with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
• Research 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.
• Cultivate 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.
• Continuously develop yourself to grow personally and professionally.

Requirements

• A 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

Qualifications

• Highly developed interpersonal skills and ability to build meaningful relationships with clients
• Strong attention to detail and strong organizational and time management skills
• Ability to think critically, solve problems, and make sound judgments
• Resilience and adaptability in a nimble learning environment

Skills

• Understanding of legal and regulatory requirements related to selling financial solutions
• Personalized investment solutions and financial planning expertise
• Effective communication and relationship-building skills
• Collaboration and teamwork abilities

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 (provided at no cost to associates)
• 401(k) retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
• Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
• Opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role

Pay

Competitive compensation provided for using, not obtaining, the rating. Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.

Schedule

Full-time schedule is typically 40 hours per week.