- 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
3 weeks ago
Northwestern Mutual Sarasota, United StatesAre you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? · As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offe ...
-
Associate Financial Advisor
2 weeks ago
Edward Jones Sarasota, 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 ...
-
beBee Handyman Sussex, NJ, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Sussex, NJ:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What is your annual i ...
-
beBee Handyman Vineland, NJ, United States FreelanceThis is a personal financial planning job for the future, possibly considering leaving my current job, taking advantage of my current contract, investing in real estate, potential business opportunities, etc. It is important for me to have a holistic view from a financial advisor ...
-
beBee Handyman Hamilton, TX, United States FreelanceI have many doubts and I am completely unfamiliar with the world of investments. I would need a first visit or call for guidance to get started. I am very interested in index funds and compound interest.How do you feel about managing and organizing your finances? · I am not comfo ...
-
Bank of America Sarasota, United StatesMerrill Financial Solutions Advisor-Southwest Florida Coastal Market · Sarasota, Florida;Naples, Florida; Punta Gorda, Florida; Venice, Florida; Fort Myers, Florida; Lakewood Ranch, Florida; Bradenton, Florida · **Job Description:** · At Bank of America, we are guided by a com ...
-
Client Support Specialist
1 week ago
HBKS Wealth Advisors Sarasota, United StatesClient Support Specialist · HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Co ...
-
Client Service Administrator
3 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Customer Service Representative
2 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Representative · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Client Service Administrator
2 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Client Service Administrator
2 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Client Service Administrator
3 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Client Service Administrator
2 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Financial Planning Associate
3 weeks ago
Northwestern Mutual Sarasota, United StatesCOMPANY OVERVIEW · Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial a ...
-
Associate Wealth Advisor
3 weeks ago
ISACA Sarasota, United StatesAssociate Wealth Advisor · Job Summary: · The purpose of this position is to provide detailed support to the firm's Wealth Advisors who, in turn, provide wealth management services and advice to meet our clients' financial planning needs. The Associate Wealth Advisor will establ ...
-
Financial Sales Manager
2 weeks ago
Equitable Advisors LLC Sarasota, United StatesJob Description - Financial Sales Manager - FL Tampa, St. Petersburg, Sarasota C) · Primary Location · Organization · Description · You are a leader. · You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders w ...
-
Customer Service Representative
4 days ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Representative · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Financial Representative
1 week ago
Northwestern Mutual Sarasota, United StatesAre you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? · As a Financial Representative with Northwestern Mutual, you will build long-lasting client relationships ...
-
Customer Service Representative
1 week ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Representative · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Associate Wealth Advisor-Manatee County, FL
3 weeks ago
Canvas LMS Sarasota, United StatesAssociate Wealth Advisor-Manatee County, FL · We are looking for a licensed FINRA 7 and 66 Associate Wealth Advisor to join our growing team · We will be looking to add a candidate for our Bee Ridge, Fruitville, Bradenton, and Venice branch territory. This position has a $52,00 ...
Associate Financial Advisor - Sarasota, 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: 1819 Main St Suite 1150, Sarasota, FL 34236
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