Licensed Financial Services Professional
1 day ago
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 critical role in helping us achieve this mission.
About the Role
This position involves working closely with experienced financial advisors to provide personalized financial solutions to clients. You'll be responsible for building strong relationships with clients, understanding their financial goals and objectives, and developing customized investment strategies to help them achieve their goals.
Key Responsibilities
Some of your key responsibilities will include:
- Conducting thorough client needs assessments to identify opportunities for growth and optimization
- Developing and maintaining strong relationships with clients to ensure their ongoing satisfaction and loyalty
- Collaborating with financial advisors to develop and implement customized investment strategies
- Providing exceptional client service and support to ensure clients receive the highest level of service
Requirements
To be successful in this role, you'll need to have a high school diploma or equivalent, and be registered with the necessary regulatory bodies, such as the Series 7 and Series 66 exams. You'll also need to have at least 3-5 years of relevant experience in the securities industry, and be able to complete ongoing training and development programs to maintain your licenses and stay up-to-date with industry developments.
What We Offer
As an Associate Financial Advisor with Edward Jones, you'll enjoy a competitive compensation package, including a base salary and bonuses, as well as a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) retirement plan and other benefits. You'll also have access to ongoing training and development programs to help you advance your career and achieve your goals.
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