Current jobs related to Associate Financial Advisor - West Des Moines, Iowa - Edward Jones

  • Associate Financial Advisor

    2 weeks ago

    West Des Moines, Iowa, 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...

  • Associate Financial Advisor

    3 weeks ago

    Des Moines, Iowa, 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...

  • Associate Financial Advisor

    4 weeks ago

    Des Moines, Iowa, 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...

  • Financial Planning Support Associate I

    2 weeks ago

    Des Moines, Iowa, 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...

  • Associate Financial Advisor

    7 days ago

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

    Job Description Job Description Salary: $40,000 - $60,000Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for...

  • Associate Financial Advisor

    5 days ago

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

    Job Description Job Description Salary: $40,000 - $60,000Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for...

  • Financial Advisor

    6 days ago

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

    Vision Financial Group, 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. Specific job duties...

  • Financial Advisor

    7 days ago

    Des Moines, Iowa, 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...

  • Financial Advisor

    3 weeks ago

    Des Moines, Iowa, 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...

  • Financial Regulatory Advisor

    7 days ago

    Des Moines, Iowa, United States Global Atlantic Financial Group Full time

    About the Role: We are seeking an experienced Financial Regulatory Advisor to join our team. As a key member of our Controller's team, you will play a critical role in ensuring accurate statutory reporting and compliance with regulatory requirements.Responsibilities:Research and Evaluate New Accounting Standards: Monitor and research new accounting...

  • Senior Associate

    5 days ago

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

    About the Job: As a Sr. Associate on our PSI Retirement Business team, you will have the opportunity to work with a talented group of professionals who are passionate about delivering exceptional service and solutions to our customers. Your responsibilities will include partnering with PFN Advisors to provide top-level service and solutions, presenting on...

  • Financial Services Leader

    6 days ago

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

    Company Overview: Principal Financial Group is a leading provider of financial services, operating at the intersection of finance and technology. Our purpose-led firm is motivated by our mission to make financial security accessible to all.">Salary and Benefits: As a Sr. Associate on our PSI Retirement Business team, you will have the opportunity to earn a...

  • Christian Financial Advisor

    7 days ago

    Des Moines, Iowa, United States Thrivent Full time

    About UsThrivent is a different kind of financial services firm that puts generosity at the center of saving and investing. We serve more than 2.4 million clients with advice, insurance, investments, banking and generosity products and programs.Job DescriptionWe are seeking a talented Medical Wealth Advisor to join our team. As a Thrivent Financial advisor,...

  • Senior Financial Advisor

    1 day ago

    Des Moines, Iowa, United States Eide Bailly Full time

    Professional DevelopmentEide Bailly is committed to supporting the professional growth and development of our employees. As a Senior Financial Advisor, you will have opportunities to participate in training and professional development programs, as well as collaborate with senior leadership to drive business growth and development.About the Role:Promote best...

  • Financial Services Advisor

    4 days ago

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

    About UsBMO Financial Group is a leading financial institution that boldly grows the good in business and life. Our purpose drives us to create lasting, positive change for our customers, communities, and people. As a member of our team, you will be valued, respected, and heard, with opportunities to grow and make an impact.We strive to help our employees...

  • Financial Services Professional

    4 days ago

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

    Key ResponsibilitiesCollaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities.Plan level health reviews.Problem solving complex issues.We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all.

  • Financial Planning Associate Role

    6 days ago

    Des Moines, Iowa, United States Cetera Financial Group Full time

    Cetera Financial Group is a leading network of independent retail broker-dealers, empowering the delivery of objective financial advice to individuals, families, and company retirement plans. We are seeking a skilled Financial Planning Associate to join our team.The ideal candidate will handle all client inquiries and correspondence, prepare client review...

  • Financial Consultant Assistant Job Opportunity

    5 days ago

    Des Moines, Iowa, United States Cetera Financial Group Full time

    Cetera Financial Group is a leading provider of retail services to the investment programs of banks and credit unions. We empower the delivery of objective financial advice to individuals, families, and company retirement plans through trusted financial advisors and institutions. As a Financial Consultant Assistant, you will play a crucial role in supporting...

  • Operations Professional

    4 days ago

    Des Moines, Iowa, United States Cetera Financial Group Full time

    Job Description Cetera Financial Group is currently seeking an Operations Professional for our company's office located in Des Moines, Iowa. This is a unique opportunity to start or grow your career in financial services We provide you with the training and resources to advance your skills and develop your career with our growing organization. Join our...

  • Specialty Operations Supervisor

    2 weeks ago

    Des Moines, Iowa, United States Cetera Financial Group Full time

    Cetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and...

Associate Financial Advisor

1 month ago

West Des Moines, Iowa, United States Edward Jones Full time
Opportunity Overview

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?
EEO Statement

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.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and 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

Position 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
Salary Information

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.