Highly Visible Financial Advisor Associate

2 weeks ago


Sartell, Minnesota, United States Edward Jones Full time

At Edward Jones, we're committed to making a difference in the lives of our clients and people. As an Associate Financial Advisor, you'll be a highly visible member of the client team, working under the leadership of a financial advisor.

About the Role

This is a salaried position that offers a competitive compensation package, including medical, dental, vision, and other benefits. Our 401(k) retirement plan and tax-advantaged accounts, such as health savings account and flexible spending account, are designed to support your long-term financial goals.

You'll have the opportunity to develop professionally through ongoing training and continuous learning opportunities. Our inclusive team environment fosters collaboration, creativity, and innovation, allowing you to grow personally and professionally.

Key Responsibilities
  • Gather information and collect suitability to understand clients' needs, priorities, and concerns.
  • Meet with clients regularly to track progress, uncover additional assets, and adjust strategies.
  • Partner with clients' professional teams, such as attorneys and accountants, to ensure comprehensive understanding of their goals and circumstances.
  • Research portfolio performance, costs, and asset allocation to provide personalized investment solutions.
  • Cultivate relationships with organizations and businesses to maintain community presence and obtain referrals.
Requirements
  • High School Diploma or Equivalent required; Bachelor's degree preferred.
  • Series 7 and Series 66 licenses required; 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.

We're proud of our associates' contributions to the firm and our recognitions. Check out our U.S. awards and accolades on our Insights & Information Blog Postings about Edward Jones.

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.

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



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