What are the responsibilities and job description for the Wealth Management Associate position at Edward Jones?
Opportunity to Make a Difference:
As an Associate Financial Advisor, you will have the opportunity to make a positive impact in the lives of our clients and colleagues. By working closely with licensed financial advisors, you will serve clients, grow the branch, and contribute to the company's mission to improve the lives of our clients and colleagues.
Key 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.
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.
As an Associate Financial Advisor, you will have the opportunity to make a positive impact in the lives of our clients and colleagues. By working closely with licensed financial advisors, you will serve clients, grow the branch, and contribute to the company's mission to improve the lives of our clients and colleagues.
Key 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.
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.
