Financial Services Professional

5 days ago


Conway, South Carolina, United States Edward Jones Full time
Unlock Your Potential as an Associate Financial Advisor

At 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 delivering exceptional client experiences and driving business growth.

Key Responsibilities:
  • Gather information and collect suitability to deeply understand 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.
About Us:

At Edward Jones, we're proud to be a Fortune 500 company where people come first. We're committed to creating a culture of continuous improvement and professional development, where our associates can grow and thrive. Join us in our mission to improve the lives of our clients, colleagues, and communities.



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