Financial Services Associate
7 days ago
We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As an Associate Financial Advisor, you will work closely with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Key Responsibilities:- Build meaningful relationships with clients and provide personalized investment and financial solutions
- Cultivate relationships in your local community to grow the business
- Meet with clients regularly to track progress toward goals and adjust their strategy as needed
- Partner with other members of the clients' professional team to fully understand their goals and circumstances
- Research portfolio performance and make recommendations to clients
- 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
- Ability to complete ongoing training offered by the firm and regulatory authorities
We value different viewpoints and experiences to help achieve exceptional results and improve the lives of our clients. If you are a critical thinker, problem solver, and sound judge with a passion for building relationships and providing personalized investment and financial solutions, we encourage you to apply for this exciting opportunity.
At Edward Jones, we are building a place where everyone feels like they belong. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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Financial Services Associate
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