Financial Services Representative

3 days ago


Frankfort Springs, Pennsylvania, United States Edward Jones Full time
About the Role

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.
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 the securities industry preferred.


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