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 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 are resilient and adaptable 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 professionals such as attorneys, accountants, trust officers.
• Knowledge of portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments.
• Ability to research and recommend portfolio adjustments based on client needs.
• Strong collaboration and communication skills with the Financial Advisor and branch team.
• Ability to cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
• Continuous self-development and professional growth mindset.

Benefits

• Medical and prescription drug coverage.
• Dental coverage.
• Vision coverage.
• Voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Short- and long-term disability coverage.
• Basic life and basic AD&D coverage.
• 401(k) retirement plan.
• Tax-advantaged accounts: health savings account and flexible spending account.
• 10 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.
• Opportunity for bonuses and profit sharing.
• 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

Full-time schedule is typically 40 hours per week.