Financial Services Professional

1 month ago


Walpole, New Hampshire, United States Edward Jones Full time
Unlock Your Potential as an Associate Financial Advisor

At Edward Jones, we're committed to helping our clients achieve their financial goals. As an Associate Financial Advisor, you'll play a vital role in delivering exceptional client experiences and driving business growth.

Key Responsibilities:
  • Gather information and understand clients' needs, priorities, and concerns to create personalized strategies.
  • Meet with clients regularly to track progress, uncover additional assets, and adjust strategies as needed.
  • Partner with other professionals to fully understand clients' goals and circumstances.
  • Research portfolio performance, cost/fees, and asset allocation to make recommendations to clients.
  • Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals.
Requirements:
  • High School Diploma/Equivalent required; Bachelor's degree preferred.
  • Series 7 and Series 66 required, with registrations obtainable at Edward Jones during the assigned study period.
  • At least 3-5 years of relevant experience in the securities industry preferred.
About Edward Jones:

We're a Fortune 500 company that values our associates and prioritizes their growth and development. As a privately-owned firm, we focus on our clients' needs rather than shareholder returns. Our purpose is to partner for positive impact and improve the lives of our clients, colleagues, and communities.



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