Associate Financial Advisor

Edward Jones-posted about 1 year ago
$53,700 - $62,766/Yr
Full-time • Entry Level
Fargo, ND
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Associate Financial Advisor role at Edward Jones is designed for individuals who are passionate about making a difference in the lives of clients and their communities. This position involves working closely with a licensed financial advisor to provide personalized investment and financial solutions, while also contributing to the growth and effectiveness of the branch. Associates are expected to build meaningful relationships with clients, understand their needs, and collaborate with other professionals to achieve client goals. The role emphasizes continuous learning and professional development within an inclusive team environment.

  • Gather information and collect suitability to understand clients' needs, priorities, and concerns.
  • Meet with clients regularly to track progress toward goals and adjust strategies as needed.
  • Partner with clients' professional teams, such as attorneys and accountants, to understand their goals.
  • Research portfolio performance and make recommendations to clients based on findings.
  • Collaborate with the financial advisor and branch team to align and adjust the branch business plan.
  • Cultivate relationships with organizations and businesses to maintain community presence and obtain referrals.
  • Coordinate with the financial advisor to assist in creating new clients through various sourcing strategies.
  • Engage 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.
  • At least 3-5 years of relevant experience in the securities industry preferred.
  • FINRA licenses required within three months of employment.
  • State insurance licenses required.
  • Experience in client relationship management.
  • Strong understanding of financial products and services.
  • Ability to work in a team-oriented environment.
  • Medical and prescription drug coverage.
  • Dental and vision insurance.
  • Voluntary benefits such as accident and critical illness coverage.
  • Short- and long-term disability insurance at no cost to associates.
  • Basic life and AD&D coverage at no cost to associates.
  • 401k retirement plan with company contributions.
  • Health savings account and flexible spending account options.
  • Ten paid holidays and 15 days of vacation for new associates.
  • Sick time, personal days, and a paid day for volunteerism.
  • Eligibility for bonuses and profit sharing.
  • Employee Assistance Program.
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