Financial Services Professional

4 days ago


Northfield, Minnesota, United States Edward Jones Full time
Job Overview

At Edward Jones, we're seeking a highly skilled and motivated Associate Financial Advisor to join our team. As a key member of our client team, you will work closely with a financial advisor to provide personalized investment and financial solutions to clients.

Key Responsibilities:

  • Gather information and collect suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns.
  • Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy to ensure their needs are met.
  • Partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
  • Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to clients.
  • Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.

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.

What We Offer:

  • A competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
  • A 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
  • 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.
  • Opportunities for bonuses and profit sharing.

About Us:

Edward Jones is a Fortune 500 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.

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.



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