- 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
Velocity Enterprises Beckville, United StatesCome join Sparkasse Bayreuth as a Financial Advisor (m/f/d) permanent / full-time. Are you a customer-oriented, sales-driven, and entrepreneurial-minded advisor looking to take on challenging tasks in the field of needs-based private customer consulting? Then Sparkasse Bayreuth i ...
-
Financial Advisor
3 weeks ago
Horizon Ventures Summerfield, United StatesWith nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and a specialist in insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 years. · We ...
-
Associate Financial Advisor
4 weeks ago
Edward Jones Rusk, 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 Branch O ...
-
Associate Financial Advisor
2 weeks ago
Edward Jones Rusk, 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 ...
-
Associate Financial Advisor
4 days ago
Edward Jones Rusk, 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 clie ...
-
Financial Advisor
1 week ago
LPL Financial Longview, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Red Canoe Credit Union in Longview, WA would allow you to join the Investment Prog ...
-
Velocity Enterprises Rusk, United StatesAbout Sparkasse Laubach-Hungen: · We are a solid, customer-oriented and high-performing savings bank. With a balance sheet total of approximately Mio. Euro, 3 branches and 67 employees, we are recognized and established as a reliable financial partner for our private and medium-s ...
-
Sales Support Employee
2 days ago
Matrix Dynamics Whitehouse, TX, United States Freelance**Sales Support Employee (m/f/d) for Private Customers in Whitehouse, TX** · **YOUR RESPONSIBILITIES** · - You support private customer advisors in both the Straubing and Bogen financial centers · - You handle customer inquiries and provide technical support for our digital produ ...
-
Bookkeeper (female/male/diverse)
2 days ago
BlueWave Solutions Mount Enterprise, TX, United States FreelanceYour responsibilities: · - Documenting all business transactions · - Creating invoices · - Managing accounts payable and accounts receivable · - Processing payroll and related reports · - Preparing monthly financial statements and tax returns · - Communicating with the tax adviso ...
-
Retail Sales Advisor-Copy and Print
5 days ago
Office Depot Longview, United States**Retail Sales Advisor-Copy and Print** · Stores · 422 NW Loop 281, Longview , TX · Feb 22, 2022 · 52723 · **Overview** · At Office Depot and Office Max, the Sales Advisor is a part-time role, providing exceptional customer service by performing duties as cashier, provides ...
-
TWA I/mes I/ HBW I
1 week ago
Texas Health & Human Services Commission Longview, United StatesThese positions may be filled in any Region 04 locations with regional director approval. · This is a temporary position that is expected to end on 08/31/2025. Upon hire, the selected candidate will be required to sign a Temporary Employment Agreement. Once hired, temporary emplo ...
-
Delivery Driver
3 weeks ago
Aaron's Jacksonville, United StatesAverage Annual Total Compensation $28,028 · This is a non-exempt role, paid an hourly wage. The average pay reflected includes base wages for average hours scheduled and average incentive compensation for this role over a twelve month time period. All average pay/compensation am ...
-
Social Finance Ltd Jacksonville, United StatesCompliance Officer, Commercial Payment Services · Compliance · Shape a brighter financial future with us. · Together with our members, we're changing the way people think about and interact with personal finance. · We're a next-generation fintech company using innovative, mobile ...
-
External Audit Senior Manager
1 week ago
PricewaterhouseCoopers Jacksonville, United StatesA career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad inte ...
Associate Financial Advisor - Rusk, United States - Edward Jones
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 people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 547 North Main Street, Rusk, TX 75785
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 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.
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.
#LI-BOA
