Associate Financial Advisor

Edward Jones-posted about 1 year ago
Full-time • Entry Level
Wake Forest, NC
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Associate Financial Advisor at Edward Jones plays a crucial role in supporting financial advisors and serving clients. This full-time position involves building meaningful relationships with clients, understanding their financial needs, and providing personalized investment solutions. The role emphasizes teamwork, continuous learning, and community engagement, aiming to positively impact clients' lives and the local community.

  • 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.
  • 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.
  • Experience in client relationship management.
  • Strong communication and interpersonal skills.
  • Ability to work in a team-oriented environment.
  • Medical and prescription drug coverage
  • Dental and vision insurance
  • Voluntary benefits (accident, hospital indemnity, critical illness)
  • Short- and long-term disability coverage
  • Basic life and AD&D coverage at no cost
  • 401k retirement plan
  • Health savings account and flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates
  • Sick time and personal days
  • Paid day for volunteerism
  • Eligibility for bonuses and profit sharing
  • Employee Assistance Program
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