Financial Services Representative

5 days ago


Camas, Washington, United States Edward Jones Full time
Company Overview

At Edward Jones, we're dedicated to providing personalized financial solutions to our clients. Our team of highly trained financial advisors work together to create a supportive and inclusive environment that fosters growth and development.

Estimated Salary

$63,000 - $73,000 per year, based on location and experience.

Job Description

We're seeking an Associate Financial Advisor to join our team in Wildwood, MO. As a key member of our client team, you'll work closely with our financial advisors to build strong relationships with clients, understand their needs, and provide tailored investment solutions.

Your responsibilities will include:

  • Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns
  • Meeting 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
  • Partnering with other members of the clients' professional team, such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances
  • Researching portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and making recommendations to clients
Required Skills and Qualifications

To be successful in this role, you'll need:

  • A high school diploma or equivalent; a bachelor's degree is preferred
  • Series 7 and Series 66 registrations; 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, preferably with FINRA licenses required within three months
Benefits

We offer a comprehensive benefits package, including:

  • Medical and prescription drug coverage
  • Dental and vision coverage
  • Voluntary benefits, such as accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage
  • A 401(k) retirement plan
  • Tax-advantaged accounts: health savings account and flexible spending account
Other Opportunities

We're committed to creating a culture of continuous improvement and professional development. You'll have access to ongoing training, support, and resources to help you grow personally and professionally. Plus, you'll enjoy a range of perks, including paid holidays, vacation time, sick time, personal days, and a paid day for volunteerism.



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