Associate Financial Advisor

2 weeks ago

Reynoldsburg, 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: 7504 Slate Ridge Blvd, Reynoldsburg, OH 43068If 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: $56526.00Hiring Maximum: $66069.00Skills/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

  • Associate Financial Advisor

    3 months ago

    Reynoldsburg, 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 months ago

    Reynoldsburg, 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

    2 weeks ago

    Reynoldsburg, 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 months ago

    Reynoldsburg, 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 months ago

    Reynoldsburg, 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

    2 weeks ago

    Reynoldsburg, OH, 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...

  • Customer Experience Specialist

    2 months ago

    Reynoldsburg, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

  • Branch Office Administrator

    21 hours ago

    Reynoldsburg, United States Edward Jones Full time

    Would 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...

  • Retail Sales Associate

    3 days ago

    Reynoldsburg, United States Best Buy Careers Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through...

  • Retail Sales Associate

    4 days ago

    Reynoldsburg, United States Best Buy Full time

    As a Retail Sales Associate, youll be the face of Best Buy for everyone who visits our stores. Well train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with whats possible, youll help us enrich lives through technology....

  • Delivery Driver

    2 weeks ago

    Reynoldsburg, United States Aaron's Full time

    **Overview** Our Delivery Drivers represent the face of Aarons after all, theyre on the front lines interacting with our customers. Covering a wide variety of responsibilities from transporting our products to showing the customer how they work, this role isnt just behind the wheel. Its about building relationships and being an influencer whos focused on...

  • Delivery Driver

    2 weeks ago

    Reynoldsburg, United States Aaron's Full time

    **Overview** Our Delivery Drivers represent the face of Aarons after all, theyre on the front lines interacting with our customers. Covering a wide variety of responsibilities from transporting our products to showing the customer how they work, this role isnt just behind the wheel. Its about building relationships and being an influencer whos focused on...

  • Branch Office Administrator

    8 hours ago

    Reynoldsburg, OH, United States Edward Jones Full time

    Would 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...

  • Lead CSR

    4 weeks ago

    Reynoldsburg, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most...

  • Medical Scheduler I

    3 weeks ago

    Reynoldsburg, United States Ohio Gastroenterology Group Inc Full time

    Job DescriptionJob DescriptionEssential key responsibilities:Answer/screen/triage incoming phone calls in a timely and courteous manner. Will resolve callers’ inquiries.Schedule appointments and cancellations by phone or faxed referralUnderstands scheduling protocols: hospital, office, ambulatory center, doctors/other providers at each locationUnderstands...

  • Customer Relations Representative

    16 hours ago

    Reynoldsburg, United States Jennifer Goncz - State Farm Agent Full time

    Benefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Wellness resources ROLE DESCRIPTION:As a Customer Relationship Representative for Jennifer Goncz - State Farm Agency, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client...

  • Building Sanitation Technician

    2 weeks ago

    Reynoldsburg, Ohio, United States CompoSecure Full time

    Cleaning Operations AssociateAbout CompoSecureEstablished in 2000, CompoSecure (Nasdaq: CMPO) serves as a technological ally to industry leaders, fintech companies, and consumers, fostering trust for millions globally. The organization merges sophistication, simplicity, and security to provide outstanding experiences and assurance in both physical and...

  • Retail Credit Card Sales Representative

    3 months ago

    Reynoldsburg, United States kite Full time

    Job DescriptionJob DescriptionWe are kite, and we think a sales agency should aim higher.The best sales results are delivered by people having real conversations, and the best ones begin with understanding people and appreciating them. After all, people like being treated fairly, openly and honestly. That's how we fly.Our Mission: We live to create new...

  • Sr. Production Planner, Raw Materials

    3 months ago

    Reynoldsburg, United States Victoria's Secret Full time

    Description Your Role VS&Co, is a supply chain team recognized world-wide for its innovation, speed, efficiency and quality. Mast Global supports the $10 billion L Brands enterprise as its production, sourcing and logistics arm, providing our world-renowned brands with the best in end-to-end make and move solutions. Mast Global includes development,...

  • Public Health Genetics Consultant

    3 months ago

    Reynoldsburg, United States Ohio Department of Developmental Disabilities Full time

    Primary Location :United States of America-OHIO-Licking County-Reynoldsburg Work Locations :LAB8995 East Main StreetReynoldsburg43068 Organization :HealthClassified Indicator:ClassifiedBargaining Unit / Exempt:Bargaining Unit Schedule :Full-timeWork Hours:8A-4:30PCompensation:$28.92-$40.46 Unposting Date :Ongoing Primary Job Skill ...