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/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

• You are a high school graduate or equivalent
• You have at least 3-5 years of relevant experience in the securities industry
• You hold FINRA Series 7 and Series 66 licenses
• You have state insurance licenses

Skills

• 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
• Resilience and adaptability in a nimble learning environment
• Attention to detail, strong organizational and time management skills

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
• 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
• Health Savings Account (HSA), Flexible Spending Account (FSA)
• 10 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 bonuses and profit sharing
• Employee Assistance Program