Associate Financial Advisor
1 month ago
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 inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1122 E Lincoln Avenue Ste 201, Orange, CA 92865
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skills
Can you see yourself...
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
As a salaried professional, you can also expect...
A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefitsPaid time off, including vacation, sick, holidays and personal daysA culture of continuous improvement and professional development
You'll be competitively compensated...
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 Minimum: $65570.00
Hiring Maximum: $85156.00
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.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs 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
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-BOA
-
Associate Financial Advisor
1 week ago
Orange, 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
4 weeks ago
Orange, 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 month ago
Orange, 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 weeks ago
Orange, United States Edward Jones Full timeJob DescriptionClient 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...
-
Associate Financial Advisor
1 month ago
Orange, 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...
-
Financial Aid Advisor
7 days ago
Orange, United States Universal Technical Institute Full timeOverview The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families, and other influencers as they move through the financial aid process. A successful candidate will enjoy working collaboratively...
-
EOP Student Success Advisor
1 month ago
South Orange, United States Seton Hall University Full timeThe EOP Student Success Advisors responsibilities include academic, personal, career and financial aid advisement. The SSA will monitor their respected caseload and assist EOP scholars in all phases of their collegiate career in order ensure that the student is maximizing their potential and maintaining student success. Duties and Responsibilities: • The...
-
South Orange, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate - Consumer Investments - South Orange Financial Center page is loaded Financial Solutions Advisor Registration Candidate - Consumer Investments - South Orange Financial Center Apply locations South Orange time type Full time posted on Posted Yesterday job requisition id 24026543 Job Description: This job...
-
Automotive Service Advisor
2 months ago
Orange, United States Team Granger Full timeJob DescriptionJob DescriptionJob Description:Automotive Service Advisor If you believe Customer Service is a true craft -- one built on charisma, communication and thorough product knowledge - we want to talk to you! As a Service Advisor you will be responsible to meet and greet service customers promptly in a professional and courteous manner. Inspect...
-
Financial Representative
2 months ago
Orange, United States Fidelity TalentSource LLC Full timeJob Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...
-
Service Advisor
4 weeks ago
Orange Park, United States Camping World Full timeCamping World is seeking a Service Advisor to join our growing team. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department as well as keep customers apprised of work progress. Your passion will be rewarded through an aggressive, uncapped...
-
Financial Consultant Partner
2 months ago
Orange, United States Istituto Marangoni Full timeYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial...
-
Remote Sales Advisor
4 weeks ago
Orange Park, United States Winterfell and Company Full timeJob DescriptionJob DescriptionBoost Your Career as a Remote Sales Advisor!Are you a driven individual seeking a flexible and rewarding career in sales? We are actively seeking a Remote Sales Advisor to join our growing team. This role offers a unique blend of autonomy, robust support, and substantial earning potential, empowering you to excel professionally...
-
Remote Sales Advisor
2 weeks ago
Orange Park, United States Winterfell and Company Full timeJob DescriptionJob DescriptionBoost Your Career as a Remote Sales Advisor!Are you a driven individual seeking a flexible and rewarding career in sales? We are actively seeking a Remote Sales Advisor to join our growing team. This role offers a unique blend of autonomy, robust support, and substantial earning potential, empowering you to excel professionally...
-
Career Advisor I
3 weeks ago
Orange, United States C2 Global Professional Services Full timeJOB SUMMARY: The Career Advisor I (CA) is a pivotal role on the team. The CA provides career counseling and coaching to help customers enhance their training and professional skillset to obtain employment in their desired field. The CA expands job seeker employment opportunities through career exploration strategies and directly impacts C2 GPS' mission...
-
Director of Student Financial Aid
3 weeks ago
Orange County, United States Success Education Colleges Full timeJob DescriptionJob DescriptionThis position administers financial aid and student account programs for the College system. Provides leadership, direction and coordination for the organization and delivery of Student Finance programs across the designated campuses. Creates an environment of consistency and accuracy. Directs and manages all Student Finance...
-
BMW Orange Park Service Advisor
2 months ago
Orange Park, United States Tom Bush BMW CPO Jacksonville Full timeJob DescriptionJob DescriptionOne of the best places to work in Jacksonville is looking for an additional experienced & enthusiastic BMW Orange Park Service Advisor to join our award-winning team. We offer our associates a team environment, great benefits and ongoing training and support. If you are in alignment with our values of integrity, transparency,...
-
Orange, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Orange, United States Magellan Health Full timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...
-
Senior Business Banking Relationship Manager
3 weeks ago
Orange, United States First Horizon Bank Full timeLocation: On site, Houston, TX Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts. Key Responsibilities...
