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

Highly motivated individuals who are able to work independently and as part of a team, possess excellent interpersonal skills, and are committed to delivering exceptional service to clients.

Skills

• Strong communication and relationship-building skills.
• Ability to manage multiple tasks and prioritize effectively.
• Knowledge of financial products and services.
• Problem-solving and decision-making abilities.
• Adaptability and resilience in a fast-paced environment.

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.
• 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.