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Associate Financial Advisor

Edward Jones

Evansville, IN
1 month ago
$61,800 - $65,600

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join Edward Jones as an Associate Financial Advisor, where you'll be a key player in a supportive team, helping clients achieve their financial goals. With comprehensive training and a focus on community impact, you'll build meaningful relationships while enjoying competitive compensation and a robust benefits package.

Key Responsibilities

  • Gathering information and understanding clients' needs to create personalized strategies
  • Meeting with clients to track progress and adjust strategies
  • Partnering with clients' professional teams to understand their goals
  • Researching portfolio performance and making recommendations
  • Collaborating with the branch team to create and monitor business plans
  • Cultivating community relationships for referrals
  • Assisting in client acquisition

Required Qualifications

  • High School Diploma/Equivalent
  • Series 7 and Series 66 required
  • At least 3-5 years of relevant experience in securities industry preferred
  • FINRA licenses required within three months
  • State insurance licenses required

Preferred Qualifications

  • Bachelor's degree preferred

Benefits & Perks

Medical and prescription drug insuranceDental and vision insurance401k retirement planPaid trainingShort- and long-term disability coverageEmployee Assistance Program15 days of vacation and 10 paid holidaysSick time and personal days