What are the responsibilities and job description for the Investment Consultant position at Edward Jones?
If you're looking for a challenging and rewarding career, consider joining Edward Jones as an Associate Financial Advisor. This role offers the opportunity to build relationships with clients, provide exceptional service, and contribute to the success of our organization.
About the Position
The Associate Financial Advisor position is a key role in our organization, responsible for working with Financial Advisors to serve existing and new clients. You'll gather information, understand client needs, and create personalized strategies to help them achieve their goals.
Your responsibilities will include:
- Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns
- 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 to help fully understand clients' goals and circumstances
- Researching portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and making recommendations to clients
What We Offer
We offer a competitive compensation package, comprehensive benefits, and access to ongoing training and education. Our associates enjoy a dynamic and inclusive work environment, with opportunities for growth and development. At Edward Jones, we're committed to helping our associates succeed and reach their full potential.
