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Associate Financial Advisor

4 weeks ago

North Beach, Maryland, United States Edward Jones Full time
Job Overview

As an Associate Financial Advisor at Edward Jones, you will play a critical role in serving clients, growing the branch, and positively impacting communities in alignment with firm strategy.

Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds to achieve exceptional results and improve the lives of our clients.

We value different viewpoints and are committed to creating a culture of continuous improvement and professional development.

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.