Financial Services Representative
3 weeks ago
At Edward Jones, we're committed to helping our clients achieve their financial goals. As an Associate Financial Advisor, you'll play a vital role in providing personalized investment and financial solutions to our clients. If you're passionate about building meaningful relationships and making a positive impact in your community, this could be the perfect opportunity for you.
About the RoleThis is a full-time position that requires a high level of professionalism, strong communication skills, and a commitment to ongoing learning and development. As an Associate Financial Advisor, you'll work closely with an established Financial Advisor to serve clients, grow the branch, and positively impact 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.
- 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.
- FINRA licenses required within three months. State insurance licenses required.
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits.
- Paid time off, including vacation, sick, holidays, and personal days.
- A culture of continuous improvement and professional development.
We're proud to be 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 committed to making a positive impact in our communities and society. If you're passionate about building meaningful relationships and making a difference, we encourage you to apply for this exciting opportunity.
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