What are the responsibilities and job description for the Client Advocate position at Edward Jones?
About the Role
We are seeking a highly skilled Client Advocate to join our team. As an Associate Financial Advisor, you will be responsible for building and maintaining strong relationships with clients, providing personalized investment solutions, and driving business growth in your local community.
Key Responsibilities
- Gather information and collect suitability to deeply understand clients' needs, priorities, and concerns.
- Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy as needed.
- Research portfolio performance, cost/fees, asset allocation, and make recommendations to clients.
Requirements
- High School Diploma/Equivalent required; Bachelor's degree preferred.
- Series 7 and Series 66 licenses required.
- At least 3-5 years of relevant experience in the securities industry preferred.
Benefits
As a salaried professional, you can expect a competitive compensation package, comprehensive training program, and opportunities for career advancement.
