Associate Financial Advisor

4 weeks ago

Santee SC USA, United States Edward Jones Full time
Transform Lives with Edward Jones

As an Associate Financial Advisor at Edward Jones, you'll be a vital part of our team, working closely with a Financial Advisor to serve clients, grow the branch, and positively impact communities. With a focus on building meaningful relationships and providing personalized investment and financial solutions, you'll be a key contributor to our mission of improving lives and communities.

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

What We Offer:

* Paid training to get registered and licensed as an Associate Financial Advisor
* A support network that extends beyond your branch office, including headquarters assistance via phone, email, and firm intranet resources
* Opportunities for professional growth and development, including continuous training and education

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 the securities industry preferred
* FINRA licenses required within three months; state insurance licenses required

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're committed to partnering for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

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