We have other current jobs related to this field that you can find below
-
Financial Advisor
1 month ago
Sarasota, United States Edward Jones Full timeJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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:...
-
Associate Advisor
3 months ago
Sarasota, United States Cetera Investment Services LLC Full timeThe Associate Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...
-
Associate Advisor
3 months ago
Sarasota, United States Cetera Investment Services LLC Full timeThe Associate Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...
-
Financial Planning Associate
4 days ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, investment strategies, and comprehensive planning services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights to help them achieve their...
-
Associate Wealth Advisor-Manatee County, FL
2 months ago
Sarasota, United States Canvas LMS Full timeAssociate Wealth Advisor-Manatee County, FL We are looking for a licensed FINRA 7 and 66 Associate Wealth Advisor to join our growing team! We will be looking to add a candidate for our Bee Ridge, Fruitville, Bradenton, and Venice branch territory. This position has a $52,000 annual salary plus incentives. This is your chance to join a growing Credit...
-
Philanthropic Advisor
3 weeks ago
Sarasota, United States Community Foundation of Sarasota County Full timeReports to: Vice President, Philanthropy FLSA Status: Exempt Purpose: The Philanthropic Advisor develops trusted, long-term relationships with existing donors, prospective donors, financial advisors, and the community at large, helping to align philanthropic intentions with charitable giving opportunities available through the Community Foundation of...
-
Philanthropic Advisor
1 month ago
Sarasota, United States Community Foundation of Sarasota County Full timeReports to: Vice President, Philanthropy FLSA Status: Exempt Purpose: The Philanthropic Advisor develops trusted, long term relationships with existing donors, prospective donors, financial advisors, and the community at large, helping to align philanthropic intentions with charitable giving opportunities available through the Community Foundation of...
-
Client Relationship Advisor
3 days ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC entails delivering comprehensive financial strategies, expert advice, and investment oversight to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for successful outcomes. Candidates are...
-
Private Wealth Advisor
2 months ago
Sarasota, United States U.S. Bancorp Full timeAt U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shar Wealth Advisor, Wealth, Private, Advisor, Client Relations, Management
-
Financial Representative
3 months ago
Sarasota, United States Northwestern Mutual Full timeAre you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and...
-
Financial Representative
3 months ago
Sarasota, United States Northwestern Mutual Full timeAre you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and...
-
Sr Trust Advisor
2 weeks ago
Sarasota, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Financial Representative
3 months ago
Sarasota, United States Northwestern Mutual Full timeAre you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?As a Financial Representative with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals...
-
Client Advisory Associate
3 days ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, strategic advice, and investment management services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for achieving their financial objectives.Key...
-
Financial Operations Associate
4 days ago
Sarasota, Florida, United States LHH Recruitment Solutions Full timePosition OverviewLHH Recruitment Solutions is seeking a dedicated Financial Operations Associate to join our client's team. This role is onsite and offers a contract to hire opportunity.Key ResponsibilitiesProcess and code a substantial volume of invoices on a daily basisEngage with vendors to resolve invoice-related inquiriesConduct weekly check...
-
Senior Wealth Advisor
3 months ago
Sarasota, United States HighTower Advisors Full timeWho We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales...
-
Senior Wealth Advisor
2 months ago
Sarasota, United States HighTower Advisors Full timeThe Role We are looking for an experienced Senior Wealth Advisor who is a relationship builder at heart, with strong verbal, written, and communication skills. You will demonstrate next level thinking and a strong problem-solving mindset that excels in a fast-paced and evolving organization. As a member of our executive leadership team, you are...
-
Personal Banker
2 months ago
Sarasota, United States Canvas LMS Full timePersonal Banker / Universal Branch Advisor Assist Achieva in its mission to ‘change lives for GOOD’! Team members maintain a working knowledge of all products, services, organizational policies, and procedures. Responsible for dominating in service while cross-selling credit union solutions. Must be able to work Saturdays, travel to and provide support...
-
Wealth Management Advisor
2 weeks ago
Sarasota, United States U.S. Bank Full timeAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Financial Investment Analyst
3 days ago
Sarasota, Florida, United States Selby Jennings Full timePosition Overview:We are looking for a talented Financial Investment Analyst to become a vital part of our Wealth Management division, focusing on diverse asset investment strategies, fund management, trading operations, and reporting for fund administration. This position presents an exceptional chance to influence strategic investment choices and portfolio...
![Edward Jones](https://media.trabajo.org/img/noimg.jpg)
Associate Financial Advisor
2 months 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: 1819 Main St Suite 1150, Sarasota, FL 34236
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 program
- A 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 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
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 benefits
- Paid time off, including vacation, sick, holidays and personal days
- A 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: $56526.00
Hiring Maximum: $66069.00
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 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
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