Financial Advisor Associate

7 days ago


Lake Elmo, Minnesota, United States Edward Jones Full time
About the Role

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 Overview

This 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.
Requirements

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.
Benefits

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.


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