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Financial Services Professional

2 months ago

Washington, Indiana, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our branch team, you will work closely with our Financial Advisors to provide exceptional client service and support.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement personalized financial plans to meet client needs.
  • Collaborate with Financial Advisors to identify new business opportunities and grow the branch.
  • Stay up-to-date on industry trends and regulatory requirements to provide expert advice to clients.
  • Participate in ongoing training and professional development to enhance skills and knowledge.
Requirements
  • High School Diploma or Equivalent required; Bachelor's degree preferred.
  • Series 7 and Series 66 licenses required, with ability to obtain within three months.
  • At least 3-5 years of relevant experience in the securities industry preferred.
What We Offer
  • A competitive compensation package, including bonus potential and comprehensive benefits.
  • Ongoing training and professional development opportunities.
  • A collaborative and supportive work environment.
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to making a positive impact in the lives of our clients and colleagues, and in the communities we serve.