Key Financial Associate

3 weeks ago


Sartell, Minnesota, United States Edward Jones Full time
About Us

At Edward Jones, we value our associates and strive to create an environment where everyone feels like they belong. As a financial services firm, we pride ourselves on being privately-owned, which allows us to focus on our clients rather than shareholder returns.

We are committed to partnering for positive impact to improve the lives of our clients, colleagues, and communities. Our innovative, flexible, and inclusive organization attracts, develops, and inspires performance excellence and a sense of belonging.

Job Overview

We are seeking a Key Financial Associate to join our team. This role is a salaried position that requires high school diploma or equivalent; a bachelor's degree is preferred. The successful candidate will have at least 3-5 years of relevant experience in the securities industry and must be registered with FINRA licenses within three months.

Job Responsibilities
  • Gather information and collect suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
  • 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 such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Benefits

As a Key Financial Associate, you can expect:

  • A competitive salary: $56,526 - $66,069 per year
  • A culture of continuous improvement and professional development
  • Full-time associates receive medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage
  • A 401(k) retirement plan and tax-advantaged accounts: health savings account, and flexible spending account
  • Ten paid holidays and 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
  • The opportunity to earn bonuses and profit sharing

In addition to these benefits, you'll be part of a dynamic team that values diversity and inclusion. We're proud to be a Fortune 500 company where people come first.



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