Associate Financial Advisor

20 hours ago


West Des Moines, United States Edward Jones Full time

Client 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 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 OverviewPosition Schedule: Full-TimeBranch Address: 160 S 68th Street Suite 1212, West Des Moines, IA 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 resourcesWhat 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 skillsCan 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 culture of continuous improvement and professional developmentFull-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes 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. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 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. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.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: $56526.00Hiring Maximum: $66069.00Read More About Job OverviewSkills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities 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 RequirementsHigh 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 standingRead More About Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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



  • West Des Moines, United States Edward Jones Full time

    Client 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...


  • West Des Moines, United States Edward Jones Full time

    Client 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...


  • West Des Moines, United States Edward Jones Full time

    Client 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...


  • Des Moines, Iowa, United States Smith + Frieberg Financial Full time

    Smith+Frieberg Financial is looking for a skilled Certified Financial Advisor to join our team as an Associate Financial Planner. In this role, you will play a vital part in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated salary for this position is $100,000-$130,000 depending on...


  • Des Moines, United States Cetera Financial Group Full time

    Job Description Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Support Associate I who will handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The Financial Planning Support Associate I will assist in the preparation of client asset...


  • West Hartford, United States Baystate Financial Full time

    About Us: Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in...

  • Financial Advisor

    18 hours ago


    Des Moines, United States Vision Financial Group, LLC Full time

    Financial Integrators, a dynamic, holistic financial advisory firm, is seeking a fully licensed Financial Advisor (7/66) to join our team of financial advisors. The successful candidate will be congenial, organized, and will exhibit a keen interest in finance-related topics with the desire to help clients work toward their goals. This position includes a...


  • West Baltimore, United States Thompson Financial Group Full time

    Job SummaryThompson Financial Group seeks a seasoned Senior Financial Advisor to expand our local leadership team. As a Senior Financial Advisor, you will play a key role in building your book of business and collaborating with our team to achieve strategic goals.ResponsibilitiesYour primary duties will include:Building strong relationships with new clients,...


  • West Des Moines, Iowa, United States BMO Financial Group Full time

    About the Opportunity:The Premier Client Advisor role at BMO Financial Group presents an exciting chance to work with high net worth individuals and families, providing personalized financial guidance and strategies to help them achieve their goals. As a key advisor, you will be responsible for building strong relationships, identifying business...


  • West Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    We're seeking an experienced Financial Services Operations Specialist to join our Wealth Management team. As a key player in driving business growth, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help them succeed.Key responsibilities include:Providing exceptional support to Registered Representatives and...


  • West Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    As a Financial Services Operations Specialist with Farm Bureau Financial Services, you will partner with Registered Representatives and Investment Advisor Representatives to support their business growth. This role is also a registered principal, overseeing operational and trading activities.The key responsibilities of this position include:Responding to...


  • West Baltimore, United States Thompson Financial Group Full time

    Job Overview:Join Thompson Financial Group as a Financial Advisor and take advantage of our comprehensive financial planning resources and expert support. This role offers the opportunity to build and maintain strong relationships with clients, drive business growth, and enjoy a competitive salary and benefits package.About Our Company:As a respected...


  • Des Moines, Iowa, United States New York Life Des Moines GO Full time

    About the Opportunity:We are seeking a talented Entry-Level Financial Advisor to join our team in Des Moines, IA. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and develop customized solutions to help them achieve success.This role requires excellent communication skills, a passion for sales,...


  • Des Moines, Iowa, United States Smith + Frieberg Financial Full time

    At Smith+Frieberg Financial, we are seeking a highly skilled Financial Planning Specialist to join our team. As an Associate Financial Planner, you will play a vital role in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated annual salary for this position is $80,000-$110,000 depending on...


  • West Palm Beach, Florida, United States Global Financial Impact - Brian Garcia Full time

    Join Global Financial Impact, a dynamic and growing company, as an Independent Financial Advisor.We are seeking highly motivated individuals who want to build a successful career in financial services.As an Independent Financial Advisor, you will work with clients to understand their financial goals and develop strategies to achieve them.You will have access...


  • West Chester, Pennsylvania, United States VanWeelden Financial Group Full time

    About the RoleWe are a unique financial services firm that caters to retired and nearly retired individuals and families. Our expert Financial Services Advisor will work closely with clients to understand their financial goals and provide tailored solutions.The ideal candidate will have Series 65 and major lines insurance licensing or be able to obtain them...

  • Financial Advisor

    21 hours ago


    West Friendship, United States Goodwin Recruiting Full time

    Join Our Rapidly Growing RIA Team! Are you a successful Fee-based Wealth Advisor looking to elevate your career? Our client's dynamic firm offers exceptional opportunities in private wealth management, retirement planning, and comprehensive insurance solutions. Join a team dedicated to empowering individual investors, business owners, and advisors nationwide...


  • Des Moines, Iowa, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly motivated and organized individual to fill the position of Senior Retirement Account Advisor. In this role, you will work closely with our customers, solving problems, resolving issues, and helping to build their financial confidence.The ideal candidate will have 4+ years of customer service experience or equivalent,...


  • Des Moines, Iowa, United States Smith + Frieberg Financial Full time

    Smith + Frieberg Financial is looking for a talented Senior Financial Planning Associate to join our team. This role comes with a competitive salary range of $70,000 - $90,000 per year.In this role, you will create comprehensive financial plans, prepare customized proposals, conduct client review meetings, and ensure every interaction is rooted in trust and...


  • Des Moines, Iowa, United States Smith + Frieberg Financial Full time

    About the RoleAs a Financial Planning Professional at Smith + Frieberg Financial, you will be responsible for developing and implementing tailored financial plans for our clients. This role combines technical expertise with client-facing responsibilities, giving you the opportunity to grow your career while making a direct impact.Key Responsibilities:Conduct...