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Associate Financial Advisor - Healdsburg, 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.
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 OverviewPosition Schedule:
Full-TimeBranch Address: 1270 Healdsburg Avenue, Suite 201, Healdsburg, CA 95448If 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:
Paid training
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/RequirementsKey responsibilities with existing and newly created clientsResponsibilities 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 RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months.
State insurance licenses requiredAs 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 standingAwards & AccoladesAt 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 JonesCheck out our Canadian
awards and accolades:
Insights & Information Blog Postings about Edward JonesAbout UsJoin 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.
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