Associate Financial Advisor

Associate Financial Advisor If you’re looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Support and Training Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources Key Characteristics Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgment to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can You See Yourself… Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? Responsibilities Gathering information and collecting 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. Meeting 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. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and making recommendations to client. Collaborating with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinating with the FA to assist in the creation of new clients via face‑to‑face and virtual sourcing strategies. Continuously developing yourself to grow personally and professionally. Job 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, and required training to maintain license in good standing Benefits Full‑time Associates receive the following benefits: Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑term and long‑term disability, basic life, and basic AD&D coverage (no cost to associates) 401(k) retirement plan, health savings account, and flexible spending account 10 paid holidays and 15 days vacation for new associates beginning on January 1 of each year; additional sick time, personal days, and a paid day for volunteerism Eligibility for bonuses and profit sharing Employee Assistance Program Compensation Edward Jones believes in a human‑centered approach to partner for positive impact and improve the lives of clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit‑based salary increases as you progress in the Associate Financial Advisor role. 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