Associate Financial Advisor - Pleasant Hill
1 month ago
Job summary
Client advocate skilled communicator problem solver does that describe you if so we need you on our team at edward jones were all about making a difference in the lives of our clients and our people.We're looking for someone who thrives in an inclusive team environment is a continuous learner has a people-serving mindset and is passionate about making an impact to change lives. As an associate financial advisor you will complement your financial advisor to create capacity and provide value to your community.
You will gather information collect suitability deeply understand clients' prospective clients needs priorities concerns accelerate trust create personalized comprehensive strategy achieve their goals meet regularly track progress uncover additional assets proactively address emerging concerns adjust their strategy ensure needs met partner other members professional team attorneys accountants trust officers fully understand goals circumstances research portfolio performance cost fees asset allocation changes construct investments make recommendations client collaborate fa branch team alignment branch business plan increase effectiveness desired results cultivate relationships organizations businesses maintain presence obtain referrals new business coordinate fa assist creation new clients face face virtual sourcing strategies continually develop yourself grow personally professionally.
Job description
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