Financial Services Professional
2 weeks ago
We 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 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.
- 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.
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits.
- Paid time off, including vacation, sick, holidays, and personal days.
- A culture of continuous improvement and professional development.
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, and we value diversity, equity, and inclusion in all aspects of our business.
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Financial Services Professional
2 weeks ago
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Financial Services Professional
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