Financial Services Associate
3 days ago
At Edward Jones, we're seeking a talented Associate Financial Advisor to join our team. As an Associate Financial Advisor, you'll work closely with an established Financial Advisor to serve clients, grow the branch, and positively impact communities.
Key Responsibilities:- Build meaningful relationships with clients, understanding their financial goals and objectives.
- Provide personalized investment and financial solutions to clients, working closely with the Financial Advisor as needed.
- Cultivate relationships in the local community to grow the business and identify new opportunities.
- Meet with clients regularly to track progress, uncover additional assets, and adjust their strategy to ensure their needs are met.
- Partner with other members of the clients' professional team to fully understand their goals and circumstances.
- Research portfolio performance, cost/fees, asset allocation, and make recommendations to clients.
- Coordinate with the Financial Advisor to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
- Bachelor's degree preferred.
- Series 7 and Series 66 required, with the option to obtain registrations at Edward Jones during the assigned study period.
- Ability to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing.
We're a Fortune 500 company that values people and partnerships. Our associates are seen, heard, respected, and supported. We're committed to improving the lives of our clients, colleagues, and communities. Join us in our mission to make a positive impact.
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Dining Service Associate
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