Financial Advisor Associate
7 days ago
We are seeking a skilled and motivated Financial Advisor Associate to join our team at Edward Jones. This is a salaried position with an estimated annual salary of $60,000-$80,000, based on location and experience.
Job OverviewThis role involves working under the leadership of a licensed 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, bringing unique experiences, insights, and professional backgrounds to help achieve exceptional results and improve the lives of our clients.
Main Responsibilities- Gather information and collect suitability to deeply understand clients' needs, priorities, and concerns, accelerating trust and creating a personalized, comprehensive strategy to achieve their goals.
- Meet 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.
- Partner with other members of the clients' professional team to fully understand clients' goals and circumstances.
- Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, making recommendations to clients.
- Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
To be successful in this role, you will need:
- A high school diploma or equivalent; a bachelor's degree is preferred.
- Series 7 and Series 66 registrations, which can be obtained through Edward Jones during the assigned study period.
- At least 3-5 years of relevant experience in the securities industry, preferably with FINRA licenses.
As a salaried associate, you can expect:
- A culture of continuous improvement and professional development.
- A comprehensive compensation and benefits package, including medical and prescription drug coverage, dental and vision insurance, voluntary benefits, short- and long-term disability, basic life and AD&D coverage, a 401(k) retirement plan, health savings account, flexible spending account, paid holidays, vacation time, sick leave, personal days, and a paid day for volunteerism.
-
Financial Services Representative
6 days ago
Lake Elmo, Minnesota, United States Edward Jones Full timeCompany OverviewEdward Jones is a Fortune 500 financial services firm 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.Our purpose is to partner for positive impact to improve the lives of our...
-
Multifaceted Financial Strategist
3 days ago
Lake Elmo, Minnesota, United States Talent Software Services Full timeTalent Software Services is a premier consulting firm offering a range of services to individuals and businesses. Our team of experts is dedicated to providing personalized solutions that meet the unique needs of our clients.Job OverviewWe are seeking a highly skilled Multifaceted Financial Strategist to join our team. As a key member of our wealth...
-
Senior Financial Planning Consultant
1 week ago
Lake Elmo, Minnesota, United States Talent Software Services Full timeAre you a highly skilled financial planning professional looking to take your career to the next level? Do you have experience in wealth management and a passion for delivering exceptional client experiences?About the RoleWe are seeking an experienced Wealth Strategist to join our team at Talent Software Services. As a key member of our advisory team, you...
-
Financial Services Professional
6 days ago
Lake Elmo, Minnesota, United States Lake Elmo Bank Full timeWe are seeking a highly motivated and customer-focused Financial Services Professional to join our team at Lake Elmo Bank. This is a full-time hourly position with opportunities for career growth and development.About Us: Lake Elmo Bank has been serving the east metro area for over 100 years, providing personal banking services to individuals and businesses....
-
Financial Relationship Manager
3 days ago
Lake Elmo, Minnesota, United States Lake Elmo Bank Full timeAbout UsLake Elmo Bank has a long history of providing personalized banking services to its customers. Founded in 1911, the bank has built a tradition of understanding each customer's unique needs and goals.With assets over $500 million, Lake Elmo Bank is one of the largest community banks in Minnesota. Our commitment to community service and our dedication...
-
Independent Delivery Associate
24 hours ago
Prior Lake, Minnesota, United States DoorDash Full timeDoorDash Delivery Opportunity">Are you looking for a flexible way to earn money on your own terms? DoorDash offers a unique opportunity for individuals to become Independent Delivery Associates, delivering food and other items to customers in their area.">About the Role">As an Independent Delivery Associate with DoorDash, you will have the freedom to choose...
-
Sterilization Specialist, Operations
24 hours ago
Round Lake, Minnesota, United States Baxter International Full timeAbout Us:Baxter is a leading global medical products company with a rich history of innovation and commitment to improving patient outcomes.Our mission is to save and sustain lives by bringing life-saving innovations to patients around the world. We are proud of our heritage and our people who drive our success every day.Your Role:We are seeking an...
-
Moose Lake, Minnesota, United States Schneider Full timeSchneider Intermodal offers an exciting opportunity for a Regional Intermodal Truck Driver to join their team. As a key player in the logistics industry, Schneider provides a unique chance to work with cutting-edge equipment and technology while enjoying a comfortable and supportive environment.The ideal candidate will have a valid Class A Commercial...
-
Clear Lake, Minnesota, United States The Inline Group Full timeExplore a rewarding Family Medicine opportunity with The Inline Group in Clear Lake, SD. Our clinic offers a traditional outpatient setting with inpatient rounding duties and ancillary services including laboratory, radiology, and ultrasound.Job SummaryWe are seeking an experienced Family Medicine physician to join our team. As a valued member of our...
-
Floral Department Supervisor
6 days ago
White Bear Lake, Minnesota, United States SUPERVALU Full timeAre you a skilled leader looking to take on a challenging role in a dynamic retail environment? We are seeking an experienced Floral Department Supervisor to join our team at SUPERVALU.Job Summary:We are looking for a highly motivated and organized individual to oversee the day-to-day operations of our floral department. The successful candidate will be...
-
Associate Financial Advisor
3 weeks ago
Lake Elmo, 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
Lake Elmo, 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
Lake Elmo, 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 weeks ago
Lake Elmo, 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 weeks ago
Lake Elmo, MN, 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...
-
Fiduciary Advisor
4 weeks ago
Lake Elmo, United States Talent Software Services Full timeFiduciary Advisor Job Summary: Talent Software Services is in search of a Fiduciary Advisor for a direct placement position in Lake Elmo, MN(Hybrid). Position Summary: Our Trust & Fiduciary Services Advisors ("Fiduciary Advisors”) play a crucial role in managing and administering trusts and estates for clients, providing them with expert guidance on...
-
Fiduciary Advisor
4 weeks ago
Lake Elmo, United States Talent Software Services Full timeFiduciary Advisor Job Summary: Talent Software Services is in search of a Fiduciary Advisor for a direct placement position in Lake Elmo, MN(Hybrid). Position Summary: Our Trust & Fiduciary Services Advisors ("Fiduciary Advisors) play a crucial role in managing and administering trusts and estates for clients, providing them with expert guidance on...
-
Fiduciary Advisor
3 weeks ago
lake elmo, United States TALENT Software Services Full timeAre you an experienced Fiduciary Advisor with a desire to excel? If so, then TALENT Software Services may have the job for you! Our client is seeking an experienced Fiduciary Advisor to work at their company in Lake Elmo, MN(Hybrid).Position Summary: Our Trust & Fiduciary Services Advisors ("Fiduciary Advisors”) play a crucial role in managing and...
-
Fiduciary Advisor
1 week ago
Lake Elmo, United States Talent Software Services Full timeFiduciary AdvisorEnsure you read the information regarding this opportunity thoroughly before making an application.Job Summary: Talent Software Services is in search of a Fiduciary Advisor for a direct placement position in Lake Elmo, MN(Hybrid). Position Summary: Our Trust & Fiduciary Services Advisors ("Fiduciary Advisors”) play a crucial role in...
-
Fiduciary Advisor
4 weeks ago
Lake Elmo, United States TALENT Software Services Full timeAre you an experienced Fiduciary Advisor with a desire to excel? If so, then TALENT Software Services may have the job for you! Our client is seeking an experienced Fiduciary Advisor to work at their company in Lake Elmo, MN(Hybrid).Position Summary: Our Trust & Fiduciary Services Advisors ("Fiduciary Advisors”) play a crucial role in managing and...
-
Fiduciary Advisor
3 weeks ago
Lake Elmo, United States BCforward Full timeBCforward is currently seeking a highly motivated Trust & Fiduciary Services Advisor Job for an opportunity in Oakdale, MN location!Position Title: Trust & Fiduciary Services AdvisorLocation: Oakdale, MNAnticipated Start Date: ASAP Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start...
-
Administrative Assistant
2 months ago
Lake Elmo, United States Financial Planning Partners Full timePrimary Purpose:The Administrative Assistant is responsible for preparing, reviewing and submitting new business and additional client requests. This role will partner with the operational function of the business, including the day-to-day administrative responsibilities. Key Responsibilities and Essential Functions:Interact with clients, answer and process...
-
Administrative Assistant
1 month ago
Lake Elmo, United States Financial Planning Partners Inc Full timePrimary Purpose:The Administrative Assistant is responsible for preparing, reviewing and submitting new business and additional client requests. This role will partner with the operational function of the business, including the day-to-day administrative responsibilities. Key Responsibilities and Essential Functions:Interact with clients, answer and process...
-
Wealth Advisor
2 months ago
salt lake city, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...
-
Wealth Advisor
4 months ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...
-
Wealth Advisor
2 months ago
salt lake city, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...
-
Trust & Fiduciary Services Advisor
3 weeks ago
Lake Elmo, United States BCForward Full timeJob DescriptionJob DescriptionBCforward is currently seeking a highly motivated Trust & Fiduciary Services Advisor Job for an opportunity in Lake Elmo, MN location!Position Title: Trust & Fiduciary Services AdvisorLocation: Lake Elmo, MNAnticipated Start Date: ASAPPlease note this is the target date and is subject to change. BCforward will send official...
-
Trust & Fiduciary Services Advisor
4 weeks ago
Lake Elmo, United States BCForward Full timeJob DescriptionJob DescriptionBCforward is currently seeking a highly motivated Trust & Fiduciary Services Advisor Job for an opportunity in Lake Elmo, MN location!Position Title: Trust & Fiduciary Services AdvisorLocation: Lake Elmo, MNAnticipated Start Date: ASAPPlease note this is the target date and is subject to change. BCforward will send official...
-
Financial Planner
2 months ago
salt lake city, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...
-
Financial Planner
6 months ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...