What are the responsibilities and job description for the Financial Advisor Associate position at Edward Jones?
About Edward Jones
At Edward Jones, we believe in a human-centered approach to finance. We partner with our clients to understand their unique goals and aspirations, providing personalized investment solutions that help them achieve their dreams.
Job Overview
We are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team. As a key member of the client team, you will work closely with our financial advisors to provide exceptional service to our clients. Your responsibilities will include deepening relationships with existing clients, gathering information to open new accounts, and researching portfolio performance to make recommendations to our financial advisors.
Requirements
To be successful in this role, you will need to have a strong problem-solving ability, excellent communication skills, and a resilient mindset. You will also need to be able to learn and apply legal and regulatory requirements related to selling financial solutions. A high school diploma or equivalent is required, with a bachelor's degree preferred. Three to five years of relevant experience in securities/financial services is also preferred.
Benefits
As a salaried professional, you can expect a competitive compensation package, including medical and prescription drug coverage, dental, vision, and voluntary benefits. You will also receive short- and long-term disability coverage, basic life, and basic AD&D coverage at no cost to you. In addition, you will be eligible for a 401(k) retirement plan, tax-advantaged accounts, and paid time off.
About Our Team
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our associates are seen, heard, respected, and supported. If you are passionate about making a positive impact in the lives of our clients and colleagues, we encourage you to apply.
At Edward Jones, we believe in a human-centered approach to finance. We partner with our clients to understand their unique goals and aspirations, providing personalized investment solutions that help them achieve their dreams.
Job Overview
We are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team. As a key member of the client team, you will work closely with our financial advisors to provide exceptional service to our clients. Your responsibilities will include deepening relationships with existing clients, gathering information to open new accounts, and researching portfolio performance to make recommendations to our financial advisors.
Requirements
To be successful in this role, you will need to have a strong problem-solving ability, excellent communication skills, and a resilient mindset. You will also need to be able to learn and apply legal and regulatory requirements related to selling financial solutions. A high school diploma or equivalent is required, with a bachelor's degree preferred. Three to five years of relevant experience in securities/financial services is also preferred.
Benefits
As a salaried professional, you can expect a competitive compensation package, including medical and prescription drug coverage, dental, vision, and voluntary benefits. You will also receive short- and long-term disability coverage, basic life, and basic AD&D coverage at no cost to you. In addition, you will be eligible for a 401(k) retirement plan, tax-advantaged accounts, and paid time off.
About Our Team
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our associates are seen, heard, respected, and supported. If you are passionate about making a positive impact in the lives of our clients and colleagues, we encourage you to apply.
