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Job Description
Join Edward Jones as an Associate Financial Advisor and be a vital part of a client-focused team, providing personalized financial solutions and fostering community relationships. With comprehensive training and support, you'll help clients achieve their financial goals and make a meaningful impact in their lives.
Key Responsibilities
Gathering information to understand clients' needs and 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 FA and branch team to align business plans
Cultivating community relationships for referrals
Assisting in client acquisition strategies
Continually developing personal and professional skills
Required Qualifications
High School Diploma/Equivalent
Series 7 and Series 66 required
FINRA licenses required within three months
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 insuranceVoluntary benefits (accident, hospital indemnity, critical illness)Short- and long-term disability coverage401k retirement planTax-advantaged accounts (health savings account, flexible spending account)15 days of vacation, sick time, personal daysPaid holidays and volunteerism dayEmployee Assistance Program