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Associate Financial Advisor

Edward Jones

Toledo, OH
3 days ago
$65,000 - $69,100

Job Description

Join Edward Jones as an Associate Financial Advisor, where you'll support clients and drive community impact. You'll receive comprehensive training and work closely with experienced advisors to deliver personalized financial solutions, all while being part of a culture that values continuous improvement and professional development.

Key Responsibilities

  • Gather client information to create personalized investment strategies
  • Meet with clients to track progress and adjust strategies
  • Collaborate with clients' professional teams
  • Research portfolio performance and make recommendations
  • Cultivate community relationships for business growth
  • Assist in client acquisition strategies
  • Engage in continuous personal and professional development

Required Qualifications

  • High School Diploma/Equivalent
  • Series 7 and Series 66 required
  • FINRA licenses required within three months
  • State insurance licenses required

Preferred Qualifications

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

Benefits & Perks

Medical and prescription drug insuranceDental and vision coverage401k retirement planPaid time off including 15 vacation daysEmployee Assistance ProgramShort- and long-term disability coverage at no cost