Financial Services Representative
3 days ago
At Edward Jones, we're seeking a highly motivated and detail-oriented 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 personalized investment and financial solutions to clients.
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, such as attorneys, accountants, and trust officers, 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.
- 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 the securities industry preferred.
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Financial Services Representative
2 weeks ago
Frankfort Springs, Pennsylvania, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As an Associate Financial Advisor, you will work closely with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Key ResponsibilitiesGather...
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Financial Services Professional
4 weeks ago
Frankfort Springs, Pennsylvania, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply...
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