Associate Financial Advisor - Walpole, NH - 97248BR

$47,000 - $118,000/Yr

Edward Jones - Walpole, NH

Full-time - Entry Level

Onsite - Walpole, NH

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Associate Financial Advisor role at Edward Jones is designed for individuals seeking a rewarding career in personal financial advising. This position involves working closely with an established Financial Advisor to serve clients, grow the branch, and positively impact the community. The role emphasizes building meaningful client relationships, understanding their financial needs, and providing personalized investment solutions. The company offers comprehensive training and support to ensure success in this position.

Responsibilities

• Gathering information and collecting suitability to understand clients' needs and create personalized strategies.
• Meeting with clients regularly to track progress toward goals and adjust strategies as needed.
• Partnering with clients' professional teams, such as attorneys and accountants, to understand their goals.
• Researching portfolio performance and making recommendations to clients based on findings.
• Collaborating with the Financial Advisor and branch team to align business plans and achieve results.
• Cultivating relationships with local organizations to maintain community presence and obtain referrals.
• Coordinating with the Financial Advisor to assist in acquiring new clients through various sourcing strategies.
• Engaging in continuous personal and professional development.

Requirements

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• Series 7 and Series 66 required; registrations may be obtained during the assigned study period.
• 3-5 years of relevant experience in the securities industry preferred.
• FINRA licenses required within three months; state insurance licenses required.
• Completion of ongoing training offered by the firm and regulatory authorities is mandatory.

Nice-to-haves

• Experience in client relationship management.
• Strong understanding of financial products and services.
• Ability to work in a team-oriented environment.

Benefits

• Paid training to become registered and licensed as an Associate Financial Advisor.
• Support network that includes headquarters assistance via phone, email, and firm resources.