Associate Financial Advisor

Overview Associate Financial Advisor role at Edward Jones. The position involves working with an established Financial Advisor to serve clients, grow the branch, and positively impact 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. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Responsibilities Gather information and collect suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meet with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partner with other members of the clients' professional team such as attorneys, accountants, trust officers, 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 client. Collaborate with the Financial Advisor and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the Financial Advisor to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Qualifications and 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. As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing. Benefits and Additional Information We offer a compensation and benefits package including medical and prescription drug, dental, vision, voluntary benefits, disability, life insurance, and a 401(k) retirement plan with tax-advantaged accounts. Ten paid holidays and 15 days of vacation for new associates beginning January 1, with sick time, personal days, and a paid day for volunteerism. Bonuses and profit sharing may be available. All associates are eligible for the firm\'s Employee Assistance Program. For more information on benefits, please visit our benefits page. Full-time Associates receive a comprehensive benefits package and potential merit-based salary increases as you progress in the Associate Financial Advisor role. Compliance and Equal Opportunity Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #J-18808-Ljbffr