- Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
- Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
- Resiliency and adaptability in a nimble learning environment
- Attention to detail, strong organizational and time management skills
- Providing personalized investment and financial solutions to clients?
- Cultivating relationships in your local community to grow the business?
- Contributing to the branch business plan to increase branch effectiveness?
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
- Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
- The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
- Gathering information and collecting 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.
- Meeting 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.
- Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
- Researching 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.
- Cultivating relationships with organizations and businesses to maintain presence in the community 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.
- High School Diploma/Equivalent required; Bachelor's degree preferred
- 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
- As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
-
Financial Advisor
2 days ago
FusionWorks Gahanna, United StatesAbout the Company · The Oberender AG is one of the leading management consulting firms in the healthcare sector. Our diverse range of services includes strategy development and implementation, as well as assuming management functions. Our clients include hospitals, private and pu ...
-
Financial Advisor
3 days ago
Ernst & Young Tecumseh, United StatesJob Description · Das erwartet dich bei uns – Erfahrungen, von denen du ein Leben lang profitierst · Als Teil unseres Financial Accounting Advisory Services Teams in Frankfurt/Main arbeitest du schwerpunktmäßig in unserem Global ECA Coordination Team auf multidisziplinären Beratu ...
-
Associate Financial Advisor
1 week ago
Edward Jones Reynoldsburg, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the cl ...
-
Associate Financial Advisor
2 weeks ago
Edward Jones Reynoldsburg, United StatesWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branc ...
-
Associate Financial Advisor
7 hours ago
Edward Jones Reynoldsburg, United StatesJob Description · Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visibl ...
-
Associate Financial Advisor
3 weeks ago
Edward Jones Reynoldsburg, United StatesJob Description · Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three peop ...
-
Financial advisor for personalized advice
2 days ago
beBee Handyman Urbancrest, OH, United States Freelance1. Our Spanish company, 3dled, is looking to purchase LED materials from a company in Urbancrest, OH. As we are a company outside of Mexico, do we still need to pay Mexican VAT? · 2. We plan to sell these materials to Promo Espacio, a Mexican company, with a margin. Should we inv ...
-
beBee Handyman Granville, OH, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Granville, OH:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Beginner / junior · What is your ann ...
-
Financial Advisor
2 weeks ago
Skylight Financial Group Ohio, United StatesSkylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. · As an Advisor, y ...
-
Financial Advisor
3 weeks ago
Magellan Financial & Insurance Services, Inc. Columbus, United StatesElite Salary + Rev Share | Zero Prospecting | Unparalleled Support | Top Mentorship · Asset Preservation Wealth & Tax () is built and run by advisors who meet with clients/prospectswe eat what we cook. We're not the brainchild of former or failed advisors, a massive bureaucracy, ...
-
Financial Advisor
2 weeks ago
Lifetime Financial Growth Columbus, United StatesJob Description · Job DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals · BENEFITS · You can't attract quality people with a second-best compensation package. As a Financial Advisor, you'll be part of a recognized, respec ...
-
Financial Advisor
1 week ago
Insight Financial Planning Columbus, United StatesJob Description · Job Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. · Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship bu ...
-
BlueNova Industries Beechwood Trails, United StatesThe German Doctors' Financial Group is the leading financial service provider in a highly specialized market and is part of the globally successful AXA Group. A key factor for our ongoing success – in addition to our 135 years of experience in financial consulting for doctors – i ...
-
Financial Advisor
2 weeks ago
OPOC Columbus, United StatesJob Description · Job DescriptionJob Description: (One Point of Care) is seeking full-time Financial Advisor to join the team in our Worthington, OH location. We are looking for a positive, high-energy individual who has solid industry knowledge, excellent oral and written commu ...
-
Financial Advisor
3 weeks ago
Capital Asset Management, Inc. Columbus, United States Full timeCapital Asset Management, Inc. is seeking a Financial Advisor to join our team. We have been serving a very loyal and affluent clientele for over 25 years. We are a fee-only, advisory firm. We do not sell products or receive any referral fees or commissions. · Applicants must hav ...
-
Financial Advisor
1 week ago
Law Office of DuPont and Blumenstiel Dublin, United States· Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals ...
-
Financial Advisor
1 week ago
Law Office of DuPont and Blumenstiel Dublin, United StatesOur firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. S ...
-
Financial Advisor
4 weeks ago
PNC Powell, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
-
Financial Advisor
1 week ago
Law Office of DuPont and Blumenstiel Dublin, United StatesJob Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our client ...
-
Financial Advisor
2 weeks ago
PNC Financial Services Group Powell, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
Associate Financial Advisor - Reynoldsburg, United States - Edward Jones
Description
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 7504 Slate Ridge Blvd, Reynoldsburg, OH 43068
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors 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.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Hiring Maximum: $
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 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.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.