Associate Financial Advisor

About This Role

This Associate Financial Advisor role involves partnering with an established Financial Advisor to serve clients, grow the branch, and positively impact communities, focusing on providing personalized investment and financial solutions.

Responsibilities

• Gather information and collect suitability to deeply understand clients' and prospective clients' needs to create a personalized, comprehensive strategy
• Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy
• Partner with other members of the clients' professional team such as attorneys, accountants, and trust officers
• Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations
• Collaborate with the FA and branch team to create, monitor, and adjust the branch business plan to increase effectiveness
• Cultivate relationships with organizations and businesses to maintain community presence 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

Requirements

• High School Diploma/Equivalent
• Series 7 and Series 66 (or obtain at Edward Jones)
• FINRA licenses (within three months)
• State insurance licenses (required)
• Complete all ongoing training

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred
• At least 3-5 years of relevant experience in securities industry preferred

Nice to Have

• Bachelor's degree
• 3-5 years of relevant experience in securities industry

Benefits