What are the responsibilities and job description for the Financial Services Professional position at Edward Jones?
Company Overview:
At Edward Jones, we are committed to improving the lives of our clients and colleagues. As a leading financial services provider, we offer a unique opportunity for individuals to grow their careers while making a positive impact in their communities.
Key Responsibilities:
As an Associate Financial Advisor, you will work closely with licensed financial advisors to serve clients, grow the branch, and positively impact communities. Your key responsibilities 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.
Requirements:
To be successful in this role, you will need to 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. You will also need to obtain FINRA licenses within three months and state insurance licenses.
Benefits:
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 Us:
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.
At Edward Jones, we are committed to improving the lives of our clients and colleagues. As a leading financial services provider, we offer a unique opportunity for individuals to grow their careers while making a positive impact in their communities.
Key Responsibilities:
As an Associate Financial Advisor, you will work closely with licensed financial advisors to serve clients, grow the branch, and positively impact communities. Your key responsibilities 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.
Requirements:
To be successful in this role, you will need to 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. You will also need to obtain FINRA licenses within three months and state insurance licenses.
Benefits:
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 Us:
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.
