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Associate Financial Advisor

Edward Jones

Lebanon, OR
1 day ago
$65,000 - $69,100

Job Description

Join Edward Jones as an Associate Financial Advisor and become a vital part of a team dedicated to creating personalized financial solutions for clients. This full-time role offers comprehensive training, a supportive environment, and opportunities for professional growth while making a positive impact in the community.

Key Responsibilities

  • Gathering information to understand clients' needs and create strategies
  • Meeting with clients to track progress and adjust strategies
  • Partnering with clients' professional teams for comprehensive service
  • Researching portfolio performance and making recommendations
  • Collaborating with the financial advisor and branch team
  • Cultivating community relationships for business growth
  • Assisting in sourcing new clients

Required Qualifications

  • High School Diploma/Equivalent
  • Series 7 and Series 66 required
  • FINRA licenses required within three months
  • Ongoing training completion

Preferred Qualifications

  • Bachelor's degree
  • 3-5 years of relevant experience in securities industry

Benefits & Perks

Medical and prescription drug coverageDental and vision insurance401k retirement planPaid holidays and vacation daysShort- and long-term disability coverageEmployee Assistance Program