What are the responsibilities and job description for the Wealth Management Assistant position at Edward Jones?
Role Overview
The Associate Financial Advisor role at Edward Jones involves working with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. This role requires a strong understanding of legal and regulatory requirements related to selling financial solutions, critical thinking, problem-solving, and sound judgment to provide personalized investment advice to clients.
Responsibilities
- Building meaningful relationships with clients and providing personalized investment and financial solutions
- Cultivating relationships in your local community to grow the business
- Working closely with other members of the client's professional team to help fully understand clients' goals and circumstances
- Researching portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to client
Benefits Package
We offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as a 401(k) retirement plan, tax-advantaged accounts, paid holidays, vacation time, and sick leave. All associates are eligible for the firm's Employee Assistance Program.
