Investment Advisor Role
4 days ago
We're seeking a highly motivated Financial Advisor to join our team at Edward Jones. This exciting opportunity offers the chance to build a career with a reputable financial services firm and make a meaningful impact on our clients' lives.
Key Responsibilities:
- Act as the Financial Advisor for our smaller clients, including SEP/Simple IRA participants, while preserving the client connection to the local branch team.
- Work daily to re-engage clients with our firm and serve existing clients.
- Provide excellent client service and tailored client solutions to meet the clients' needs.
- Provide initial contact and ongoing guidance and service to the clients.
- Research and resolve any service issues or unfinished tasks.
- Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service.
- Keep the department apprised of any Compliance/Field Supervision concerns.
At Edward Jones, we value our associates and provide a comprehensive benefits package, including medical, dental, vision, and voluntary benefits. Our 401(k) retirement plan and tax-advantaged accounts offer financial security and flexibility. We observe ten paid holidays and provide 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates have access to the Employee Assistance Program.
Requirements:
To succeed in this role, you'll need:
- A current Series 7 and 66 license (or combination of both Series 63 and 65 licenses).
- 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge.
- Bachelor's degree in a business-related field is strongly preferred.
- Ability to seek, receive, and implement feedback.
- Strong critical thinking skills.
- Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
- Extensive flexibility, reliability, and sound decision-making skills.
- Well-developed and practiced stellar verbal and written communication, including exceptional telephone and customer-service skills.
- Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.
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