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Associate Financial Advisor - Walpole, NH - 97248BR
Edward Jones - Walpole, NH
posted about 1 month ago
About the position
The Associate Financial Advisor role at Edward Jones is designed for individuals seeking a challenging and 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 communities. The role emphasizes building meaningful relationships with clients and providing personalized investment solutions, all while adhering to legal and regulatory requirements.
Responsibilities
- Gathering information and collecting suitability to understand clients' needs, priorities, and concerns.
- 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 and adjust the branch business plan.
- Cultivating relationships with local organizations and businesses to maintain community presence and obtain referrals.
- Coordinating with the Financial Advisor to assist in creating new clients through various sourcing strategies.
- Continually developing personal and professional skills.
Requirements
- High School Diploma/Equivalent required; Bachelor's degree preferred.
- Series 7 and Series 66 required, with the possibility of obtaining registrations during the assigned study period.
- 3-5 years of relevant experience in the securities industry preferred.
- FINRA licenses required within three months of employment.
- State insurance licenses required.
Nice-to-haves
- Experience in client relationship management.
- Strong understanding of financial products and services.
Benefits
- Paid training to become registered and licensed as an Associate Financial Advisor.
- Support network that includes headquarters assistance via phone, email, and firm intranet resources.
