Associate Financial Advisor

Responsibilities

Responsibilities with existing and newly created clients may include:

• Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
• Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
• Partnering with other members of the clients' professional team such as attorneys, accountants, and trust officers to help fully understand clients' goals and circumstances.
• Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/spending, and making recommendations to client.
• Collaborating with the FA and branch team to ensure alignment and to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
• Coordinating with the FA to assist in the creation of new clients via face‑to‑face and virtual sourcing strategies.
• Continuously developing oneself to grow personally and professionally.

• High School Diploma/Equivalent required;
  Bachelor’s degree preferred.
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
• At least 3–5 years of relevant experience in the securities industry preferred.
• FINRA licenses required within three months; state insurance licenses required.
• As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, and to maintain license in good standing.

• Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions.
• Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate.
• Resiliency and adaptability in a nimble learning environment.
• Attention to detail, strong organizational and time‑management skills.

• Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program.
• A support network that extends beyond your branch office and includes headquarters assistance via phone, email, and firm intranet resources.
• A culture of continuous improvement and professional development.
• Full‑time associates receive a comprehensive benefits package including medical, prescription drug, dental, vision, voluntary benefits (e.g., accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (at no cost), a 401(k) retirement plan, health savings account, and flexible spending account.
• Ten paid holidays, 15 days of vacation for new associates beginning on January 1 of each year, sick time, personal days, and a paid day for volunteerism.
• Access to the firm’s Employee Assistance Program and eligibility for bonuses and profit sharing.

• Edward Jones believes in a human‑centered approach to partnership for positive impact, improving the lives of clients, colleagues, and communities.
• The hiring minimum and maximum range shown below is a subset of the total pay range, with opportunities for merit‑based salary increases as you progress in the role.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.