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: Branch Support - BOA
Branch Address: 2655 Dallas Hwy Sw Suite 410, Marietta, GA
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 culture of continuous improvement and professional development
- Full-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: $59918.00
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.
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
Read More About Skills/Requirements
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
Read More About Awards & Accolades
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
4 weeks ago
Marietta, 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...
-
Patient Precert Financial Advisor
6 days ago
Marietta, United States Northwest Georgia Oncology Centers, PC Full timeJob DescriptionJob DescriptionBusy Oncology practice has an immediate opening for a Patient Financial Advisor. Candidate is responsible for obtaining pre-certification required by insurance carriers for all patient treatments; to include infusion therapies, and injections. Provides cost of care estimates for treatments administered to patients. Qualified...
-
Academic Advisor
6 days ago
Marietta, United States Life University Full timeLocation: Life University (1269 Barclay Circle, Marietta, GA 30060) About Us: Since 1974, Life University has been a trailblazer in postsecondary education, seeking individuals eager to join our team dedicated to shaping the future of health and wellness education. Situated in Marietta, Georgia, our university's campus provides a nurturing, yet dynamic...
-
Seasonal Beauty Advisor
2 months ago
Marietta, United States Ulta Beauty Full timeUlta Beauty - 3805 Dallas Highway Suite 300 [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend...
-
Associate Director of Financial Aid
5 days ago
Marietta, United States South College Full timeDescriptionSouth College invites capable, energetic, outgoing applicants who are focused on transforming the lives of our customers/students! At South College, you will help implement our strategy of “Where Dreams Find Direction!” We are one of the nation’s fastest growing institutions of higher learning with over 13,000 students covering 9 campuses...
-
Patient Financial Coordinator
2 weeks ago
Marietta, Georgia, United States Northwest Georgia Oncology Centers, PC Full timeJob DescriptionWe are seeking a detail-oriented and organized Patient Financial Advisor to join our team at Northwest Georgia Oncology Centers, PC. This role is responsible for obtaining pre-certification required by insurance carriers for all patient treatments, including infusion therapies and injections. Additionally, the candidate will provide cost of...
-
Financial Services Coordinator
3 weeks ago
Marietta, Ohio, United States Edward Jones Full timeJob OverviewIn this role, you will have the opportunity to work closely with financial advisors to help clients achieve their long-term financial goals. As a key member of the branch team, you will be responsible for providing exceptional personalized service to ensure clients feel understood and informed.With over 7 million clients, Edward Jones is proud to...
-
Call Center Sales Advisor
1 month ago
Marietta, United States Advisors Atlanta Full timeCall Center Sales Advisor We're Growing: Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been higher! Our Call Center Sales Advisors can make a real difference in people's lives. You'll work directly with Americas...
-
Patient Financial Coordinator
2 weeks ago
Marietta, Georgia, United States Northwest Georgia Oncology Centers, PC Full timeJob OverviewWe are seeking a detail-oriented Patient Financial Advisor to join our team at Northwest Georgia Oncology Centers, PC. The ideal candidate will have experience in managed care and a working knowledge of medical terminology.The successful candidate will be responsible for obtaining pre-certification required by insurance carriers for all patient...
-
Financial Services Representative
4 weeks ago
Marietta, Georgia, United States Edward Jones Full timeOverview of the Role">In this role, you will have the opportunity to work closely with financial advisors to deliver exceptional client service and support. You will be a key member of our branch team, providing administrative assistance and helping to build strong relationships with clients.The salary for this position is estimated to be between $21.24 and...
-
marietta, United States Creative Financial Staffing Full timeAccounting AssistantAbout the Company and Accounting Assistant Opportunity:We are seeking a proactive and detail-oriented Accounting Assistant to support our finance team. This is a great opportunity for individuals who want to grow their accounting skills in a fast-paced environment while contributing to the smooth operation of our financial...
-
Financial Advisor for Oncology Services
3 weeks ago
Marietta, Georgia, United States Northwest Georgia Oncology Centers, PC Full timeKey ResponsibilitiesThe successful candidate will be responsible for managing the financial aspects of patient treatment, including obtaining necessary approvals and providing cost estimates. They will also work closely with healthcare professionals to ensure seamless delivery of services.RequirementsStrong understanding of managed care experience and...
-
Service Advisor
1 week ago
Marietta, United States Insight Global Full timeJob DescriptionJob DescriptionA Client of Insight Global is seeking an Automotive Service Advisor to join their team, you will act as the bridge between our customers and technicians, ensuring every interaction is professional, transparent, and focused on delivering exceptional service. You will connect with clients, guide them through the repair process,...
-
Chief Financial Officer
1 month ago
Marietta, GA, United States Staff Financial Group Full timeChief Financial Officer C.E.O. is seeking a seasoned C.F.O. that can handle the challenges of an entrepreneurial culture in a growing business. Must be willing to execute and manage significant day to day activities as well develop longer term and strategic plans and thought. The company maintains its entrepreneurial roots and family ownership culture where...
-
Medical Surgical Nurse Advisor
2 weeks ago
Marietta, Georgia, United States Medical Talent Full timeMedical Talent is seeking a highly skilled Medical Surgical Nurse Advisor to join our team in Marietta, GA. This is a fantastic opportunity for a dedicated healthcare professional to make a real difference in the lives of our patients.The successful candidate will have a strong background in medical-surgical nursing and excellent leadership skills. They will...
-
Honda Parts Advisor Position
2 weeks ago
Marietta, Georgia, United States Ed Voyles Automotive Group Full time**Job Overview:**We are currently hiring for a Honda Parts Advisor Position at Ed Voyles Automotive Group. This is an exciting opportunity to join a dynamic team and contribute to the success of our parts department.As a Honda Parts Advisor, you will be responsible for assisting customers in selecting and purchasing parts from start to finish. You will also...
-
Branch Office Administrator
5 days ago
Marietta, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team . At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
6 days ago
Marietta, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Financial Manager
2 weeks ago
Marietta, Georgia, United States TICE Chicken Holdings, LLC - AL Full timeJob Title: Financial ManagerWe are seeking a detail-oriented and experienced Financial Manager to join TICE Chicken Holdings, LLC - AL and help manage our financial records with accuracy and efficiency.Estimated Salary: $45,000 - $60,000 per year (depending on experience)About the Job:This is a full-time position that requires strong numerical and analytical...
-
Director of Financial Operations
3 weeks ago
Marietta, Georgia, United States SOUTH COLLEGE Full timeEstimated Salary: $80,000 - $100,000 per yearSouth College is a leading institution of higher learning with a mission to empower students to achieve their goals. We are seeking an experienced Associate Director of Financial Aid to join our team. The successful candidate will be responsible for assisting in the student financial aid processes and services at...