Edward Jones - Uniontown, OH
posted about 1 month ago
About the position
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Responsibilities
- Deepening relationships with existing clients
- Gather information and collect suitability information to open new accounts
- Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
- Execute Financial Advisor solicited buy/sell orders and confirm with clients
- Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
- Actively business plan and work as a team to continuously evaluate and execute branch strategies
- Continually develop yourself to grow personally and professionally
Requirements
- High School Diploma/Equivalent required; Bachelor's degree preferred
- 3-5 years of relevant experience in securities/financial services industry preferred
- Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- FINRA registrations are required within three months. State insurance licenses are also required
Nice-to-haves
- Ability to learn and apply legal and regulatory requirements related to selling financial solutions
- Work independently with strong problem solving, critical thinking, and sound judgement
- A resilient, creative and progressive mindset
- Motivated to achieve results as an individual and team
- Attention to detail, organization, and time management
Benefits
- Medical and prescription drug coverage
- Dental and vision insurance
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage provided at no cost to associates
- 401k retirement plan
- Health savings account and flexible spending account
- Ten paid holidays
- Fifteen days of vacation for new associates beginning on January 1 of each year
- Sick time, personal days, and a paid day for volunteerism
- Eligibility for bonuses and profit sharing
- Employee Assistance Program
