Associate Financial Advisor

3 days ago

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

As an Associate Financial Advisor at Edward Jones, you will play a vital role in serving clients, growing the branch, and positively impacting communities. This is an exciting opportunity to join a dynamic team and make a meaningful difference in the lives of our clients and colleagues.

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.
  • Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
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 securities industry preferred.
  • FINRA licenses required within three months. State insurance licenses required.
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 believe in a human-centered approach, partnering for positive impact to improve the lives of our clients, colleagues, and communities.

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