Wealth Management Advisor
4 days ago
We're seeking a highly motivated and results-driven Associate Financial Advisor to join our team. As an Associate Financial Advisor, you'll work closely with existing and newly created clients to gather information and collect suitability data to deeply understand their needs and priorities.
You'll meet with clients regularly to track progress toward their goals, uncover additional assets, and adjust their strategy as needed. You'll also partner with other members of the clients' professional team, such as attorneys and accountants, to help fully understand their goals and circumstances.
Additionally, you'll research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, making recommendations to clients as appropriate.
Responsibilities
Your key responsibilities will include:
* Gathering information and collecting suitability data to deeply understand clients' needs and priorities
* Meeting with clients regularly to track progress toward their goals, uncover additional assets, and adjust their strategy as needed
* Partnering with other members of the clients' professional team, such as attorneys and accountants, to help fully understand their goals and circumstances
* Researching portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, making recommendations to clients as appropriate
Requirements
To succeed in this role, you'll need to possess strong critical thinking, problem-solving, and communication skills. You should also be comfortable working in a fast-paced environment and be able to adapt to changing priorities and deadlines.
A high school diploma or equivalent is required, with a bachelor's degree preferred. Series 7 and Series 66 licenses are also required, which can be obtained at Edward Jones during the assigned study period. At least 3-5 years of relevant experience in the securities industry is preferred.
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