Personalized Financial Solutions Specialist

1 week ago


Marietta, Georgia, United States Edward Jones Full time
About Us

Edward Jones is 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 proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Purpose and Values

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

About the Role

You will work with existing and newly created clients to gather information and collect suitability to deeply understand their needs, priorities, and concerns. This will enable you to create a personalized, comprehensive strategy to achieve their goals.

Main Responsibilities
  • Gathering client information and conducting suitability assessments to develop tailored strategies
  • Meeting with clients regularly to track progress, address emerging concerns, and adjust strategies as needed
  • Partnering with other professionals to fully understand client goals and circumstances
  • Researching portfolio performance, cost/fees, asset allocation, and making recommendations to clients
Requirements

To succeed in this role, you will need:

  • A High School Diploma or Equivalent; a Bachelor's degree is preferred
  • Series 7 and Series 66 registration (or ability to obtain within three months)
  • At least 3-5 years of relevant experience in the securities industry (preferred)
Benefits

As an Associate Financial Advisor at Edward Jones, you can expect:

  • A competitive salary range of $59,918 - $70,034 per year
  • Medical, dental, vision, and voluntary benefits
  • Short- and long-term disability, basic life, and basic AD&D coverage
  • A 401(k) retirement plan and tax-advantaged accounts
  • Ten paid holidays and 15 days of vacation for new associates
  • Sick time, personal days, and a paid day for volunteerism


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