Financial Services Associate

6 days ago


Webster City, Iowa, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As an Associate Financial Advisor, you will work closely with a 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 to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
  • 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 such as attorneys, accountants, trust officers, 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 client.
  • Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
  • 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
  • As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
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 are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.



  • Webster City, Iowa, United States Edward Jones Full time

    Client-Centric Financial ServicesWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our financial advisors to provide personalized investment and financial solutions to clients.Key Responsibilities:Gather information and collect...


  • Webster City, Iowa, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply...


  • Iowa City, Iowa, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We're seeking an experienced financial advisor to join our team at Prudential Financial.What We OfferUnparalleled Support: Our team provides you with...


  • Iowa City, Iowa, United States TalentWealth Full time

    Client Service Associate OpportunityTalentWealth Recruiting is seeking a highly skilled Client Service Associate to join our team. As a key member of our financial services team, you will be responsible for delivering exceptional client experiences and driving business growth.Key Responsibilities:Client Interaction: Develop and maintain strong relationships...


  • Mason City, Iowa, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We're seeking an experienced financial advisor to join our team at Prudential Financial.About the RoleThis is an exceptional opportunity to work with...


  • Mason City, Iowa, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? Prudential Financial is seeking an experienced financial advisor to join our team in the Mason City area.What We OfferExisting Book of Business: Take...


  • Iowa City, Iowa, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We're seeking an experienced financial advisor to join our team at Prudential Financial.About the RoleThis is an exceptional opportunity to leverage...


  • Mason City, Iowa, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for delivering exceptional client experiences and building a strong book of business? Prudential Financial is seeking an experienced Financial Advisor to join our team in the Mason City area.What We...


  • Iowa City, Iowa, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you want to work with a reputable company that offers a supportive environment and cutting-edge tools to help you succeed? Look no further than Prudential Financial!About the RoleWe are seeking an experienced financial...


  • Webster City, Iowa, United States Hy-Vee Full time

    Customer Service Role at Hy-VeeWe are seeking a Customer Service Associate to join our team at Hy-Vee. As a key member of our store staff, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers.Key Responsibilities:Assist customers with transporting their purchases to their...

  • Financial Manager

    3 weeks ago


    Sioux City, Iowa, United States Creative Financial Staffing Full time

    FP&A Manager WantedCreative Financial Staffing is seeking a highly skilled FP&A Manager to join our team. As an FP&A Manager, you will play a vital role in supporting our company's financial planning and analysis activities.Key Responsibilities:Coordinate planning cycle activities, including annual budgeting, quarterly forecasting, and long-range...


  • Webster City, Iowa, United States Mid Sioux Opportunity Full time

    {"title": "Financial Management Coach", "description": "Job SummaryMid Sioux Opportunity is seeking a highly skilled Financial Management Coach to provide technical support and long-term financial sustainability to child care businesses in Northeast Iowa.Key ResponsibilitiesDeliver technical assistance to program leaders to support financial...


  • Iowa City, Iowa, United States Bronson Kinkade Consulting Full time

    Financial Services OpportunityWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Bronson Kinkade Consulting. As a Financial Services Representative, you will be responsible for introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals seeking...


  • Iowa City, Iowa, United States Modern Woodmen of America Full time

    {"title": "Financial Representative Opportunity", "content": "OverviewModern Woodmen of America is seeking a motivated and driven individual to fill the role of Financial Representative. This position offers an opportunity to partner with a respected local business and work alongside experienced professionals.The ideal candidate will maintain existing...


  • Iowa City, Iowa, United States Mass Markets - MCI Company Full time

    MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients.We are seeking a highly skilled Financial Services Specialist to join our team and contribute to our mission of excellence and innovation.The ideal candidate will have a strong background in accounting and...


  • Iowa City, Iowa, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services firm, is seeking a seasoned professional to join their team as a Client Service Associate. This exciting opportunity is with an independent financial advisory practice located in Iowa City, IA.The ideal candidate will have a strong background in the financial services industry and be responsible for...


  • Webster City, Iowa, United States First State BankTown and Country Full time

    At First State Bank, we are seeking a highly motivated and detail-oriented Customer Service Representative to join our team. As a Personal Banker Representative, you will be responsible for providing exceptional banking services to our customers in a professional and courteous manner. Your primary goal will be to maintain a basic understanding of our...


  • Iowa City, Iowa, United States Chad Burtch - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position. As a State Farm Agent Team Member, you will play a key role in helping our business grow through value-based conversations and remarkable customer experiences. If you are a self-starter who thrives in a...


  • Iowa City, Iowa, United States Chad Burtch - State Farm Agent Full time

    Position OverviewWe are seeking a motivated and self-driven professional to join our team as an Insurance and Financial Services Position. As a State Farm Agent Team Member, you will play a crucial role in helping our business grow through value-based conversations and exceptional customer experiences.Key ResponsibilitiesUtilize a customer-centric approach...

  • Financial Aid Advisor

    4 weeks ago


    Forest City, Iowa, United States Waldorf University Full time

    Financial Aid Counselor IAbout the Role:The Waldorf University Financial Aid Office is seeking a highly skilled and detail-oriented Financial Aid Counselor to join our team. As a Financial Aid Counselor, you will play a critical role in supporting our online students throughout the financial aid process.Key Responsibilities:Provide exceptional customer...