Associate Financial Advisor

2 days ago


New Orleans, Louisiana, 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 a challenging and rewarding career opportunity that requires a unique blend of skills and experience.

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 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 partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



  • New Orleans, Louisiana, 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...


  • New Orleans, Louisiana, United States Voya Financial Advisors Full time

    Job OverviewVoya Financial Advisors, a leading independent broker-dealer, is seeking a Financial Professional to join our team in the greater New Orleans area. As a Financial Professional, you will be responsible for building and maintaining relationships with plan sponsors, providing retirement and investment strategies, and conducting participant education...


  • New Orleans, Louisiana, United States Voya Financial Advisors Full time

    Job OverviewVoya Financial Advisors, a leading independent broker-dealer, is seeking a Financial Professional to work with plan sponsors in the greater NOLA area.This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key qualifications include:Registered Representative with...

  • Financial Planner

    4 weeks ago


    New Orleans, Louisiana, United States Northwestern Mutual Full time

    {"h1": "Financial Advisor Opportunity at Northwestern Mutual", "p": "At Northwestern Mutual, we're dedicated to helping clients achieve financial security and peace of mind through personalized financial planning. As a Financial Advisor, you'll play a critical role in building relationships and growing our client base, providing financial solutions, and...

  • Technical Advisor

    3 days ago


    New Orleans, Louisiana, United States Loyola University New Orleans Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Technical Advisor to join our team at Loyola University New Orleans. As a Technical Advisor, you will play a critical role in supporting the academic success of our students, faculty, and staff.Key ResponsibilitiesAssist in the development, review, and interpretation of curricular requirements...

  • Financial Aid Advisor

    1 month ago


    New Orleans, Louisiana, United States University of New Orleans Full time

    Job Summary: The University of New Orleans seeks a highly skilled Financial Aid Counselor to join our team. As a key member of our student services department, you will play a critical role in advising and counseling students on federal and state aid programs, private educational loans, and other financial assistance options.Key Responsibilities:Provide...

  • Financial Aid Advisor

    1 month ago


    New Orleans, Louisiana, United States University of New Orleans Full time

    Financial Aid Counselor RoleThe University of New Orleans seeks a skilled Financial Aid Counselor to provide expert guidance on federal and state aid programs, ensuring compliance with regulations and supporting students in achieving their academic goals.Key Responsibilities:Advise students on financial aid options and eligibilityCounsel students on...


  • New Orleans, Louisiana, United States Upstream Life ™ Full time

    {"title": "Private Wealth Advisor", "description": "About Upstream LifeUpstream Life is a leading provider of financial services, offering a range of solutions to help individuals and families achieve their financial goals. With a rich history dating back to 1912, our company has evolved to meet the changing needs of our clients, providing innovative...

  • Financial Aid Advisor

    2 weeks ago


    New Orleans, Louisiana, United States University of New Orleans Full time

    Financial Aid Counselor Job DescriptionThe University of New Orleans seeks a highly skilled Financial Aid Counselor to join our team. As a key member of our student services department, you will play a critical role in advising and counseling students on federal and state aid programs, as well as private educational loans.Key Responsibilities:Provide expert...

  • Financial Aid Advisor

    4 weeks ago


    New Orleans, Louisiana, United States University of New Orleans Full time

    Job DescriptionThe Financial Aid Counselor position requires a comprehensive understanding of federal and state aid programs, as well as regulations related to private educational loans.Key Responsibilities:Advise and counsel students on financial aid options and eligibility.Assist students in navigating the financial aid process, including completing and...


  • New Orleans, Louisiana, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • New Orleans, Louisiana, United States Habetz Network of Northwestern Mutual Full time

    Financial Representative RoleAs a Financial Representative at The Habetz Network of Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique...

  • Technical Advisor

    2 days ago


    New Orleans, Louisiana, United States Loyola University New Orleans Full time

    Job Title: Technical AdvisorJoin our team as a Technical Advisor at Loyola University New Orleans, where you will play a vital role in supporting the academic success of our students.Key Responsibilities:Assist the Dean, Associate Dean, Assistant Dean, and Director of Technical Advising in handling student academic-life and documentation, from entrance to...


  • New Orleans, Louisiana, United States Loyola University New Orleans Full time

    Job SummaryThe Associate Director of Financial Aid is a key member of the Financial Aid team, responsible for supporting the daily operation of the office and ensuring compliance with federal and state regulations. This role requires a strong understanding of financial aid policies and procedures, as well as excellent leadership and communication skills.Key...

  • Enrollment Advisor

    2 weeks ago


    New Orleans, Louisiana, United States OUR LADY OF HOLY CROSS COLLEGE Full time

    Job SummaryThe Office of Admissions at Our Lady of Holy Cross College is seeking a highly motivated and organized Enrollment Advisor to join our team. As a key member of our admissions staff, you will play a critical role in ensuring a seamless enrollment process for prospective students.Key ResponsibilitiesManage recruitment territories and establish...

  • Enrollment Advisor

    4 weeks ago


    New Orleans, Louisiana, United States OUR LADY OF HOLY CROSS COLLEGE Full time

    Job SummaryThe Office of Admissions at Our Lady of Holy Cross College is seeking a highly motivated and organized Enrollment Advisor to join our team. As a key member of our admissions staff, you will play a critical role in recruiting and enrolling students from diverse backgrounds.Key ResponsibilitiesManage recruitment territories and establish...


  • New Orleans, Louisiana, United States Argent Financial Group Full time

    Job SummaryArgent Financial Group is seeking a highly motivated Business Development Officer to drive revenue growth through the acquisition and expansion of wealth management relationships.Key ResponsibilitiesEstablish and build relationships with prospective clients and centers of influencePromote the company's products and services to current and...


  • New Orleans, Louisiana, United States Strongpoint Partners Full time

    About UsStrongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Our integrated software platform enables us to deliver innovative solutions that meet the evolving needs of our clients.Job DescriptionWe are seeking a highly motivated and...


  • New Orleans, Louisiana, United States Tulane University Staff Full time

    Job SummaryThis position is responsible for the day-to-day processing of financial commitments on behalf of the Department of Housing and Residence Life. The successful candidate will be responsible for utilizing University systems such as Banner, Cognos, and SciQuest to perform daily tasks.Key ResponsibilitiesCustomer Service: Provide strong customer...


  • New Orleans, Louisiana, United States Fidelity Bank Full time

    Job SummaryFidelity Bank is seeking a highly motivated and customer-focused Travel Financial Center Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional client service, operational excellence, and making appropriate referrals.This role requires strong communication and problem-solving...