-
Financial Advisor
1 week 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 ...
-
Associate Financial Advisor
3 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
3 weeks ago
Edward Jones Reynoldsburg, United States Full timeClient 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 c ...
-
Financial Advisor
1 week 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 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 ...
-
Financial Advisor
2 days ago
Hamilton Capital Columbus, United StatesThank you for your interest in Hamilton Capital. · This position is not currently available; however, we are a growing organization and anticipate future opportunities. · We welcome you to periodically check our website for any updates. · _________________________________________ ...
-
Associate Financial Advisor
4 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
4 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
4 days ago
Heartland Bank Columbus, United StatesJob Description · Job DescriptionJOB TITLE: · Financial Advisor · LOCATION: · Upper Arlington, OH · STATUS: · Full-time · FSLA JOB CLASS: · Exempt · REPORTS TO: · Director of Financial Planning · REQUIRED TRAVEL: · <25% · DIRECT REPORTS: · None · If working for a company with an ...
-
Financial Advisor
1 day ago
Hamilton Capital Columbus, United StatesJob Description · Job DescriptionThank you for your interest in Hamilton Capital. · This position is not currently available; however, we are a growing organization and anticipate future opportunities. · We welcome you to periodically check our website for any updates. · ________ ...
-
Financial Advisor
24 minutes ago
RightWorks Staffing Columbus, United StatesAs a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services ...
-
Financial Advisor
2 weeks 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 ...
-
Financial Operations Advisor
2 weeks ago
InsideHigherEd Columbus, United States Administrative Jobs ,Screen reader users may encounter difficulty with this site. For assistance with applying, please contact hr- If you have questions while submitting an application, please review these frequently asked questions. · Current Employees and Students:If you are currently employed or e ...
-
Senior Financial Advisor
2 weeks ago
Transcend PM Columbus, United StatesSENIOR FINANCIAL ADVISOR · Location : Columbus, OH (in-office) · Compensation : $200,000 - $250,000 · Status : Full-time · The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our client firm is an investme ...
-
Financial Advisor
2 weeks 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
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 Assistant
3 weeks ago
Codrea Financial Services Westerville, United StatesCodrea Financial Services is a financial planning agency in Westerville, Ohio. We are looking for an experienced advisor's assistant who has prior experience working with clients in the financial services industry. · The ideal candidate will: · Understand that clients are our top ...
-
Senior Financial Advisor
2 weeks ago
Transcend PM Columbus, United StatesSENIOR FINANCIAL ADVISOR · Location : Columbus, OH (in-office) · Compensation : $200,000 - $250,000 · Status : Full-time · The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our client firm is an investme ...
-
Staff Financial Advisor
2 weeks ago
Summit Financial Strategies Columbus, United StatesJob Description · Job DescriptionSalary: · Title: · Staff Financial Advisor · Status: · Full-time salaried · Reports to: · Director of Operations of Client Service Team · Job Summary · The Staff Financial Advisor has broad responsibility for client satisfaction and supports th ...
-
Financial Advisor Coach
4 weeks ago
Elite Advisor Network Franklin, United StatesFinancial Advisor Coach · Position Overview · Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to s ...
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.
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'll give you the support you need.
Our team will be there every step of the way, providing:
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
What characteristics would make you a successful Associate Financial Advisor?
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
Can you see yourself...
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?
As a salaried professional, you can also expect...
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
You'll be competitively compensated...
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.
Hiring Minimum:
$
Hiring Maximum:
$
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
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.
Job Requirements
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
Awards & Accolades
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.