Associate Financial Advisor

1 month ago


Westfield, Massachusetts, United States Edward Jones Full time
Unlock Your Potential as an Associate Financial Advisor

At Edward Jones, we're committed to making a positive impact in the lives of our clients and colleagues. As an Associate Financial Advisor, you'll play a vital role in helping us achieve this mission.

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, and adjust their strategy to ensure their needs are met.
  • Partner with other members of the clients' professional team 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.
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 securities industry preferred.
  • FINRA licenses required within three months. State insurance licenses required.
What We Offer:
  • A competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
  • A 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
  • 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
  • Eligibility for bonuses and profit sharing.

We're committed to creating a culture of continuous improvement and professional development, where you can grow personally and professionally. If you're passionate about making a positive impact in the lives of our clients and colleagues, we encourage you to apply for this exciting opportunity.



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