Financial Services Professional

6 days ago


Pleasanton, Texas, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated 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 Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Collaborate with Financial Advisors to develop and implement personalized investment strategies for clients.
  • Conduct research and analysis to identify investment opportunities and provide recommendations to clients.
  • Partner with other members of the client team to ensure seamless delivery of services and achieve desired business results.
  • 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 are committed to providing our clients with exceptional service and helping them achieve their financial goals. We are a Fortune 500 company with a strong reputation for integrity and a commitment to our clients. We offer a competitive compensation package, including bonus potential, 401K, and comprehensive health benefits. If you are a motivated and results-driven individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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