Join Edward Jones as an Associate Financial Advisor, where you'll work closely with clients and an established advisor to create personalized financial solutions. You'll thrive in a supportive team environment while making a positive impact on your community and clients' lives.
Key Responsibilities
Gathering client information to create personalized strategies
Meeting with clients to track progress and adjust strategies
Collaborating with clients' professional teams
Researching portfolio performance and making recommendations
Cultivating community relationships for referrals
Coordinating with the FA to source new clients
Personal and professional development
Required Qualifications
High School Diploma/Equivalent required
Series 7 and Series 66 required
FINRA licenses required within three months
Ongoing training for license maintenance
Preferred Qualifications
Bachelor's degree preferred
3-5 years of relevant experience in securities industry preferred
Benefits & Perks
Medical and prescription drug coverageDental and vision insurance401k retirement planPaid holidays and vacation daysSick time and personal daysPaid day for volunteerismEmployee Assistance Program