Associate Financial Advisor
5 days ago
- 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
- 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
- Resiliency and adaptability in a nimble learning environment
- Attention to detail, strong organizational and time management skills
- Providing personalized investment and financial solutions to clients?
- Cultivating relationships in your local community to grow the business?
- Contributing to the branch business plan to increase branch effectiveness?
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
- 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.
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
- 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.
Hiring Maximum: $70034.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include:
- 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.
- 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
- As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
-
Financial Advisor
3 weeks ago
Austin, Texas, United States SNI Financial Full timeJoin SNI Financial as a Financial AdvisorSNI Financial has partnered with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor. This is an exciting opportunity for a motivated and entrepreneurial individual to build a successful book of business and align custom investment solutions with clients to help them...
-
Financial Advisor
4 weeks ago
Austin, United States SNI Financial Full timeSNI Financial has partnered with an incredible Investment Management Firm located in Austin, Texas to expand their team with a Financial Advisor. The ideal candidate will align custom investment solutions to help clients work toward their long-term financial goalsMotivated by engaging clients and building long term relationshipsPossess an entrepreneurial...
-
Associate Financial Advisor
3 days ago
Austin, TX, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
1 week ago
Austin, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
1 week ago
Austin, TX, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
1 week ago
Austin, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
1 week ago
Austin, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
2 days ago
Austin, Texas, United States Edward Jones Full timeAbout the Role:We are seeking a highly skilled Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our financial advisors to provide personalized investment and financial solutions to clients.Key Responsibilities:Gather information and collect suitability to deeply understand clients'...
-
Associate Financial Advisor
1 month ago
Pleasanton, TX, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
3 months ago
Marble Falls, TX, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
7 days ago
Marble Falls, Burnet County, TX, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive...
-
Financial Advisor
2 months ago
Houston, TX, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll...
-
Financial Advisor
5 days ago
Austin, Texas, United States Atria Wealth Solutions Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at University Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial and retirement planning services to our members, non-members, and employees.Key ResponsibilitiesConduct webinars, seminars, and workshops on financial and...
-
Financial Advisor
3 weeks ago
Austin, United States SNI Companies Full timeSNI Financial has partnered with an incredible Investment Management Firm located in Austin, Texas to expand their team with a Financial Advisor. The ideal candidate will align custom investment solutions to help clients work toward their long-term financial goalsMotivated by engaging clients and building long term relationshipsPossess an entrepreneurial...
-
Private Wealth Advisor
3 months ago
Austin, United States BOK Financial Full timeReq ID: 70281 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Finance; Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 02/29/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top...
-
Financial Advisor
16 hours ago
Austin, United States Atria Wealth Solutions Full timeThrough its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin TX market.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...
-
Financial Services Coordinator
3 weeks ago
Austin, Texas, United States REAP Financial Full timeParaplanner Job DescriptionAt REAP Financial Group, we're seeking a skilled Paraplanner to join our team of financial advisors. As a Paraplanner, you'll play a crucial role in supporting our advisors in servicing prospects and clients, preparing for meetings, conducting investment research, and making preliminary financial planning recommendations.Key...
-
Financial Services Professional
2 weeks ago
Austin, Texas, United States First Command Financial Services Full timeJoin Our Team of Financial AdvisorsAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Advisor, you'll play a critical role in providing expert guidance and support to our clients.Key Responsibilities:Partner with local military organizations and units to engage with the military...
-
Financial Services Professional
3 weeks ago
Austin, Texas, United States SNI Financial Full timeFinancial Advisor OpportunitySNI Financial is partnering with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor.The ideal candidate will provide financial planning support to clients, align custom investment solutions to help them achieve their long-term financial goals, and build a successful book of...
-
Financial Services Coordinator
3 weeks ago
Austin, Texas, United States REAP Financial Full timeParaplanner Job DescriptionAt REAP Financial Group, we're seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial advisors in servicing prospects and existing clients.Key Responsibilities:Conduct research on financial products and services to provide recommendations to our...