What are the responsibilities and job description for the Associate Financial Adviser position at Edward Jones?
Job Description
Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You and your financial advisor will complement each other to create capacity and provide value to your community.
Key Responsibilities
- 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, trust officers, to help fully understand clients' goals and circumstances.
- Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
- Cultivating 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.
Requirements
- 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
- 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
Benefits
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
- Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
- Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
- All associates are eligible for the firm's Employee Assistance Program.
At Edward Jones, we believe in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
