Associate Financial Advisor - Round Rock, TX

Edward Jones Careers•Round Rock, TX

2d•Onsite

About The Position

The Associate Financial Advisor role at Edward Jones is a challenging and rewarding career opportunity. Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. They are an essential part of the client team, bringing unique experiences, insights, and professional backgrounds. The firm values different viewpoints to help achieve exceptional results and improve the lives of clients. Edward Jones provides paid training for registration and licensing, and a support network including headquarters assistance via phone, email, and firm intranet resources.

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
At least 3-5 years of relevant experience in securities industry preferred
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

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions.
Provide solutions to personalized investment issues, involving the FA when appropriate.
Provide personalized investment and financial solutions to clients.
Cultivate relationships in the local community to grow the business.
Contribute to the branch business plan to increase branch effectiveness.
Gather information and collect 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.
Meet 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.
Partner with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Research 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.
Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.