Associate Financial Advisor

1 day ago

Springfield, Missouri, United States Edward Jones Full time
Job Overview

As an Associate Financial Advisor at Edward Jones, you will play a critical role in serving clients, growing the branch, and positively impacting communities in alignment with firm strategy.

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, proactively address emerging concerns, 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.
  • Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
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

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

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