What are the responsibilities and job description for the Client Advocate and Portfolio Manager position at Edward Jones?
Job Summary:
We are seeking a skilled client advocate and portfolio manager to join our team as an Associate Financial Advisor. In this role, you will work closely with licensed financial advisors to serve clients, grow the branch, and positively impact communities.
Responsibilities:
Key responsibilities of this position will include gathering information and collecting suitability to deeply understand clients' needs and priorities, meeting with clients regularly to track progress toward goals, and researching portfolio performance to make recommendations to clients. You will also partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
Requirements:
Successful candidates will have a high school diploma or equivalent, series 7 and series 66 licenses, and at least 3-5 years of relevant experience in the securities industry. They will also need to obtain FINRA licenses within three months and state insurance licenses.
What We Offer:
As a member of our team, you will enjoy a competitive compensation package, opportunities for merit-based salary increases, and a culture of continuous improvement and professional development.
About Our Company:
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
We are seeking a skilled client advocate and portfolio manager to join our team as an Associate Financial Advisor. In this role, you will work closely with licensed financial advisors to serve clients, grow the branch, and positively impact communities.
Responsibilities:
Key responsibilities of this position will include gathering information and collecting suitability to deeply understand clients' needs and priorities, meeting with clients regularly to track progress toward goals, and researching portfolio performance to make recommendations to clients. You will also partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
Requirements:
Successful candidates will have a high school diploma or equivalent, series 7 and series 66 licenses, and at least 3-5 years of relevant experience in the securities industry. They will also need to obtain FINRA licenses within three months and state insurance licenses.
What We Offer:
As a member of our team, you will enjoy a competitive compensation package, opportunities for merit-based salary increases, and a culture of continuous improvement and professional development.
About Our Company:
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
