Current jobs related to Investment Advisor - Lebanon, Illinois - Edward Jones

  • Financial Services Representative

    3 weeks ago

    Lebanon, Illinois, United States Edward Jones Full time

    Unlock Your Potential as an Associate Financial AdvisorAt 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 providing personalized investment and financial solutions to our clients. If you're passionate about building meaningful relationships and making a...

  • Financial Services Associate

    2 weeks ago

    Lebanon, Illinois, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as an Associate Financial Advisor. As a key member of our client team, you will work closely with our Financial Advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong...

  • Financial Services Associate

    2 months ago

    Lebanon, Illinois, United States Edward Jones Full time

    About the RoleAs an Associate Financial Adviser at Edward Jones, you will play a vital role in serving clients, growing the branch, and positively impacting communities in alignment with our firm's strategy.Key ResponsibilitiesBuild meaningful relationships with clients, understanding legal and regulatory requirements related to selling financial...

  • Associate Financial Advisor

    2 months ago

    Lebanon, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    2 months ago

    Lebanon, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • RV Service Advisor

    1 month ago

    Lebanon, United States Blue Compass RV Full time

    Start your journey with Blue Compass RV as we are looking a Service Advisor to join our team. WHAT WE HAVE TO OFFER Blue Compass RV based out of Fort Lauderdale is the fastest growing RV Company with more than 100+ RV dealerships across the country! We staff each dealership with the best people in the business. We are known for the great care we take with...

  • Associate Financial Adviser

    2 months ago

    Lebanon, TN, United States Edward Jones Full time

    Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You and your financial advisor will complement each other to create capacity and provide value to your community. Position Schedule: Full-Time If you're looking for a challenging and rewarding career , the Associate...

  • Tax Trust and Estate Specialist

    4 weeks ago

    Lebanon, Kansas, United States Charles Schwab Full time

    Job Title: Director, Tax Trust and Estate SpecialistAbout the Role:We are seeking a highly skilled and experienced Tax Trust and Estate Specialist to join our team at Charles Schwab. As a key member of our Wealth Strategies Consulting Group, you will be responsible for providing expert advice and guidance to high net worth clients on complex tax, trust, and...

  • CGA - Lebanon - Caregiver

    3 months ago

    Lebanon, United States Modivcare Full time

    SEEKING DEPENDABLE CAREGIVERS  Competitive Pay Rates up to $15 per hour (Rates vary with experience, case difficulty, hours/week an employee commits to work, and travel)   Invest in yourself and become a Caregiver TODAY! If you enjoy working with people, caring for and talking with them, learning from their stories, their stories, and seeing them...

  • CGA - Lebanon - Caregiver

    3 months ago

    Lebanon, United States Modivcare Full time

    SEEKING DEPENDABLE CAREGIVERS  Competitive Pay Rates up to $15 per hour (Rates vary with experience, case difficulty, hours/week an employee commits to work, and travel)   Invest in yourself and become a Caregiver TODAY! If you enjoy working with people, caring for and talking with them, learning from their stories, their stories, and seeing them...

  • Quality Assurance Supervisor

    2 weeks ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • Quality Assurance Supervisor

    2 days ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • Quality Assurance Supervisor

    2 days ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • QA Lab Technician

    2 weeks ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • QA Lab Technician

    1 month ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • Senior Quality Assurance Technician

    3 months ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • Senior Quality Assurance Technician

    3 months ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • QA Lab Technician

    1 month ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • Quality Assurance Supervisor

    2 weeks ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • QA Lab Technician

    2 weeks ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

  • Quality Assurance Supervisor

    7 hours ago

    Lebanon, United States Skjodt-Barrett Foods Full time

    Who we are Skjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North Americas most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers. A family-founded company started over...

  • Sr./Sr. Principal HSE Associate/Engineer

    5 months ago

    Lebanon, United States Eli Lilly and Company Full time

    At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities...

  • Quality Assurance Supervisor

    3 months ago

    Lebanon, United States Skjodt-Barrett Foods Inc Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.A family-founded company started over 35...

Investment Advisor

2 months ago

Lebanon, Illinois, 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 client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.

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, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
  • Partner with other members of the clients' professional team, such as attorneys, accountants, and trust officers, 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.
  • Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
  • Coordinate with the Financial Advisor to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
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.
What We Offer
  • A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits.
  • Paid time off, including vacation, sick, holidays, and personal days.
  • A culture of continuous improvement and professional development.
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 partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.