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.
• 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 developed interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Excellent organizational and time management skills.

Skills

• Understanding of legal and regulatory requirements related to selling financial solutions.
• Critical thinking and problem-solving abilities.
• Sound judgment to provide solutions to personalized investment issues, involving the FA when appropriate.
• Resilience and adaptability in a nimble learning environment.
• Attention to detail and strong organizational skills.

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, health savings account, and flexible spending account.
• Competitive compensation and benefits package.
• 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

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

Schedule

Full-time schedule.