Associate Financial Advisor

Job Overview

Position:
Associate Financial Advisor

Location:

6900 E Green Lake Way N, Suite K, Seattle, WA

Schedule:

Full‑Time

• 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

• 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

• Gather information and collect 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.
• Meet 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.
• Partner with other members of the clients’ professional team such as attorneys, accountants, trust officers, to help fully understand clients’ goals and circumstances.
• Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
• Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
• Coordinate with the FA to assist in the creation of new clients via face‑to‑face and virtual sourcing strategies.
• Continually develop yourself 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, as well as required training to maintain license in good standing

• Hiring Minimum: $81,900.00
• Hiring Maximum: $99,100.00
• Edward Jones provides a comprehensive compensation and benefits package including medical, prescription drug, dental, vision, voluntary benefits, disability, basic life, AD&D, 401(k), health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, volunteerism day, bonuses, profit sharing, and Employee Assistance Program.

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.