What are the responsibilities and job description for the Portfolio Development Specialist position at Edward Jones?
Role Overview:
The Associate Financial Advisor role is a dynamic and challenging opportunity to work closely with licensed financial advisors to serve clients, grow the branch, and positively impact communities. As a member of our team, you will have the opportunity to develop your skills and knowledge in wealth management and portfolio development.
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.
Our Culture:
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.
The Associate Financial Advisor role is a dynamic and challenging opportunity to work closely with licensed financial advisors to serve clients, grow the branch, and positively impact communities. As a member of our team, you will have the opportunity to develop your skills and knowledge in wealth management and portfolio development.
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.
Our Culture:
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.
