Associate Financial Advisor

3 weeks ago

Plaquemine, Louisiana, United States Edward Jones Full time
Client Focused Career Opportunity

At Edward Jones, we're seeking a skilled Associate Financial Advisor to join our team. As a client advocate, you'll work closely with financial advisors to provide personalized investment and financial solutions to clients. Your strong communication skills and problem-solving abilities will enable you to build meaningful relationships with clients and help them achieve their financial goals.

Key Responsibilities

Gather information and collect suitability to deeply understand clients' needs and priorities
Meet with clients regularly to track progress and adjust their strategy as needed
Partner with other members of the clients' professional team to help fully understand their goals and circumstances
Research portfolio performance and make recommendations to clients

Requirements

High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered
At least 3-5 years of relevant experience in the securities industry preferred

What We Offer

Competitive compensation package
Paid training and ongoing support
Opportunities for professional growth and development

About Us

Edward Jones is a Fortune 500 company where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We're an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

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