Associate Financial Advisor
3 weeks 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: Branch Support - BOABranch Address: 3798 East 1st Street Suite A, Blue Ridge, 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 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: $53700.00Hiring Maximum: $62766.00Read 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
-
Associate Financial Advisor
1 month ago
Blue Ridge, 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
3 weeks ago
Blue Ridge, 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
3 weeks ago
Blue Ridge, 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
Blue Ridge, 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
Blue Ridge, 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...
-
Financial Advisor Associate
3 weeks ago
Blue Ridge Manor, Kentucky, United States Edward Jones Full timeAbout the RoleWe are seeking a skilled and dedicated Financial Advisor Associate to join our team. As an associate, you will work closely with an experienced financial advisor to serve clients, grow the branch, and positively impact communities in alignment with our firm's strategy.Key ResponsibilitiesGather information and collect suitability to deeply...
-
Strategic Financial Associate
1 week ago
Blue Ridge, Georgia, United States Edward Jones Full timeAbout the RoleAs a Strategic Financial Associate at Edward Jones, you will play a pivotal part in serving clients and driving branch growth. You will work closely with an established Financial Advisor to build meaningful relationships, gather client needs, and develop personalized strategies to achieve their goals.Hiring RequirementsIn this role, you are...
-
Financial Services Professional
17 hours ago
Blue Ridge, Georgia, United States Edward Jones Full timeCompany OverviewWe're a financial services firm where your contributions are valued. 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.SalaryThe hiring minimum for this role is $53,700.00 per year, while the maximum salary...
-
Financial Services Professional
7 days ago
Blue Ridge, GA, United States Edward Jones Full timeJob OverviewAt Edward Jones, we're committed to making a positive impact in the lives of our clients and colleagues. As an Associate Financial Advisor, you'll have the opportunity to work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.We Believe in Our PeopleOur...
-
Financial Services Associate
3 weeks ago
Blue Bell, Pennsylvania, United States Edward Jones Full timeAbout the Role:">We are seeking a skilled and motivated Financial Services Associate to join our team. As a Branch Office Administrator, you will be responsible for providing exceptional client service, working closely with financial advisors to achieve clients' financial goals, and contributing to a collaborative and inclusive work environment.
-
Customer Service Representative
3 weeks ago
Blue Ash, Ohio, United States Commonwealth Financial Network LLC Full timeOverviewWe are seeking an experienced Customer Service Representative to join our team in the greater Cincinnati area. As a key member of our Service Center, you will be responsible for providing exceptional service to our advisors and their staff.Salary and BenefitsThe estimated annual salary for this position is $45,000 - $60,000, depending on experience....
-
Financial Services Associate
1 week ago
Oak Ridge, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, while working collaboratively with our team to achieve sales and revenue goals.Responsibilities:Develop and maintain...
-
Branch Office Administrator
3 weeks ago
Blue Ridge, 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...
-
Administrative Assistant I
3 weeks ago
Blue Ash, United States Stifel Financial Corporation Full timeThe Administrative Assistant I performs a variety of administrative functions in support of the Financial Advisor and Associate and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For Greet visitor Administrative Assistant, Administrative, Assistant
-
Administrative Assistant I
2 weeks ago
Blue Ash, United States Stifel Financial Corporation Full timeThe Administrative Assistant I performs a variety of administrative functions in support of the Financial Advisor and Associate and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For Greet visitor Administrative Assistant, Administrative, Assistant Learn More
-
Customer Relationship Advocate
1 week ago
Blue Ridge, Georgia, United States Edward Jones Full timeAt Edward Jones, we're building a place where everyone feels valued and supported. As a Branch Office Administrator (BOA), you'll play a critical role in helping clients achieve their long-term financial goals.About the RoleIn this rewarding position, you'll team up with Financial Advisors to deliver exceptional personalized service to our clients. You'll be...
-
Business Operations Liaison
3 weeks ago
Blue Ash, Ohio, United States Commonwealth Financial Network LLC Full timeJob DescriptionWe are seeking a highly skilled Business Operations Liaison to join our team at Commonwealth Financial Network LLC.About the RoleThe Business Operations Liaison will be responsible for supporting operational processes and procedures, providing indispensable service through effective communications, and building strong relationships with...
-
Business Development Specialist
3 weeks ago
Blue Ash, Ohio, United States Commonwealth Financial Network Full timeAbout the RoleAt Commonwealth Financial Network, we're seeking a highly skilled Business Development Specialist to join our team in Greater Cincinnati, Ohio. This full-time opportunity involves providing quality assurance for retirement and nonretirement new account applications and advisory fee-based contracts, ensuring accuracy and completeness.The ideal...
-
Service Center Representative
7 days ago
Blue Ash, Ohio, United States Commonwealth Financial Network Full timeJoin Our TeamWe are looking for a talented Operations Support Specialist to join our Service Center team in Cincinnati, Ohio. As a key member of our team, you will have the opportunity to work with a dynamic group of professionals who are passionate about delivering exceptional service.In this role, you will be responsible for providing support to our...
-
Financial Services Representative
3 weeks ago
Oak Ridge, Tennessee, United States Edward Jones Full timeJob OverviewWe are seeking a highly skilled and motivated Financial Services Representative to join our team. In this role, you will have the opportunity to work with clients to understand their financial goals and objectives, and provide personalized advice and guidance to help them achieve success.The ideal candidate will be a strong communicator with...