Associate Financial Advisor

4 weeks ago

Seattle, Washington, United States Edward Jones Full time
Job Overview

At Edward Jones, we're committed to making a positive impact in the lives of our clients and colleagues. As an Associate Financial Advisor, you'll play a vital role in helping us achieve this goal.

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, 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.
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.
  • FINRA licenses required within three months.
What We Offer

As a salaried professional, you can expect a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You'll also have access to a 401k retirement plan, tax-advantaged accounts, and paid holidays, vacation time, and sick time.

We're committed to providing a supportive and inclusive work environment, where you can grow personally and professionally. Our team will be there every step of the way, providing paid training, a support network, and ongoing training to help you succeed in your role.

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