Associate Financial Advisor - Colleyville, TX

Edward Jones Careers•Colleyville, TX

1d•Onsite

About The Position

The Associate Financial Advisor role at Edward Jones is a challenging and rewarding career opportunity. With the same licensing as Financial Advisors, Associate Financial Advisors collaborate with an established Financial Advisor to serve clients, expand the branch, and positively impact communities in line with the firm's strategy. These associates are crucial to the client team, bringing unique experiences, insights, and professional backgrounds. Edward Jones values diverse viewpoints to achieve exceptional results and improve clients' lives. The firm provides comprehensive support, including paid training to help associates get registered and licensed, and a robust support network extending beyond the branch office to include headquarters assistance via phone, email, and intranet resources. Successful candidates are expected to build meaningful client relationships, understand legal and regulatory requirements for selling financial solutions, demonstrate critical thinking, problem-solving skills, sound judgment, resiliency, adaptability, attention to detail, strong organizational, and time management skills. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. It is privately-owned, focusing on clients rather than shareholder returns. The firm's purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. Edward Jones is committed to being an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging, ensuring associates feel seen, heard, respected, and supported.

Requirements

High School Diploma/Equivalent required
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA licenses required within three months
State insurance licenses required
Complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills

Nice To Haves

Bachelor’s degree preferred
At least 3-5 years of relevant experience in securities industry preferred

Responsibilities

Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, 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.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Providing personalized investment and financial solutions to clients.
Cultivating relationships in your local community to grow the business.
Contributing to the branch business plan to increase branch effectiveness.