Associate Financial Advisor
2 months ago
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: 1270 Healdsburg Avenue, Suite 201, Healdsburg, CA 95448If 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 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 developmentYou'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: $71223.00Hiring Maximum: $83247.00Skills/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 standingAwards & 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 JonesAbout 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
We have other current jobs related to this field that you can find below
-
Associate Financial Advisor
4 weeks ago
Healdsburg, 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
Healdsburg, 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 months ago
Healdsburg, 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 Certified Nursing Assistant
4 weeks ago
Healdsburg, United States Providence Service Full timeDescription Assists patient with the activities of daily living; including oral care, ambulation, personal hygiene, assisting with transfers to and out of bed/chair. Under the supervision of a registered nurse, provides basic nursing care to patients and assists in the maintenance of a safe, clean environment; all while acting as a patient advocate. As well...
-
Associate Certified Nursing Assistant
3 weeks ago
Healdsburg, United States Providence Health & Service Full timeDescription Assists patient with the activities of daily living; including oral care, ambulation, personal hygiene, assisting with transfers to and out of bed/chair. Under the supervision of a registered nurse, provides basic nursing care to patients and assists in the maintenance of a safe, clean environment; all while acting as a patient advocate. As well...
-
Associate Certified Nursing Assistant
4 days ago
Healdsburg, United States Providence Full timeDescription Assists patient with the activities of daily living; including oral care, ambulation, personal hygiene, assisting with transfers to and out of bed/chair. Under the supervision of a registered nurse, provides basic nursing care to patients and assists in the maintenance of a safe, clean environment; all while acting as a patient advocate. As well...
-
Associate Certified Nursing Assistant
1 month ago
Healdsburg, United States Providence Service Full timeDescription Assists patient with the activities of daily living, including oral care, ambulation, personal hygiene, assisting with transfers to and out of bed/chair. Under the supervision of a registered nurse, provides basic nursing care to patients and assists in the maintenance of a safe, clean environment; all while acting as a patient advocate. As well...
-
Associate Certified Nursing Assistant
1 month ago
Healdsburg, United States Providence Full timeDescriptionAssists patient with the activities of daily living, including oral care, ambulation, personal hygiene, assisting with transfers to and out of bed/chair. Under the supervision of a registered nurse, provides basic nursing care to patients and assists in the maintenance of a safe, clean environment; all while acting as a patient advocate. As well...
-
Front Office Supervisor
7 days ago
Healdsburg, United States Montage International Full timeFront Office Supervisor (Overnight) Apply locations USA - CA - Healdsburg Time Type: Full time Posted on: Posted 4 Days Ago Job Requisition ID: R35360 Live Your Passion. Add Your Magic. At Montage International, we are doing something different, something exciting and it takes passionate people to bring our vision to life. We have built a culture that leads...
-
Front Office Supervisor
2 weeks ago
Healdsburg, United States Montage International Full timeLive Your Passion. Add Your Magic. At Montage International, we are doing something different, something exciting and it takes passionate people to bring our vision to life. We have built a culture that leads with the important notion we live by every day; do what you love. If this resonates with you, we look forward to receiving your application. We...
-
Acute Care RN
4 days ago
Healdsburg, United States Providence Health & Service Full timeJob DescriptionProvidence nurses are not simply valued - they're invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at Providence by...
-
Respiratory Care Practitioner
2 weeks ago
Healdsburg, United States Providence Health & Service Full timeJob DescriptionProvide therapeutic/diagnostic modalities, under physician's direction, and in accordance with hospital policies and practice standards. Plays a key role in the educational process for the quality of respiratory care and cardiology services provided.Providence caregivers are not simply valued - they're invaluable. Join our team at NorCal...
-
RN - Intensive Care Unit
1 week ago
Healdsburg, United States Providence Health & Service Full timeJob DescriptionProvidence nurses are not simply valued - they're invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at Providence by...
-
Manager Nursing
3 weeks ago
Healdsburg, United States Providence Health & Service Full timeJob Description This position will assist in setting operational, financial and patient care/clinical goals and work in a team-oriented environment. Responsible for directing and coordinating patient care and providing support for the staff of the Emergency Department. The position will also work under the direction of Stroke Program Medical Director in...
-
Respiratory Care Practitioner
1 month ago
Healdsburg, United States Providence Service Full timeDescription Provide therapeutic/diagnostic modalities, under physician's direction, and in accordance with hospital policies and practice standards. Plays a key role in the educational process for the quality of respiratory care and cardiology services provided. Providence caregivers are not simply valued - they're invaluable. Join...
-
Acute Care RN
2 weeks ago
Healdsburg, United States Providence Service Full timeDescription Providence nurses are not simply valued - they're invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at Providence by...
-
Acute Care RN
1 month ago
Healdsburg, United States Providence Health & Service Full timeDescription Providence nurses are not simply valued - they're invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at Providence by...
-
RN - Medical Surgical
3 weeks ago
Healdsburg, United States Providence Health & Service Full timeDescription Providence nurses are not simply valued - they're invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at Providence by...
-
Respiratory Care Practitioner
1 month ago
Healdsburg, United States Providence Health & Service Full timeDescription Provide therapeutic/diagnostic modalities, under physician's direction, and in accordance with hospital policies and practice standards. Plays a key role in the educational process for the quality of respiratory care and cardiology services provided. Providence caregivers are not simply valued - they're invaluable. Join our team at NorCal...
-
Acute Care RN
2 weeks ago
Healdsburg, United States Providence Service Full timeDescription Providence nurses are not simply valued - they're invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at...
