Associate Financial Advisor

Edward Jones; Blair (NE); On-site; USD 65,000 - 70,000; Full time

Job summary

This innovative firm is seeking an Associate Financial Advisor to join their team in Blair. In this role, you will work closely with an established Financial Advisor to build meaningful client relationships and develop personalized strategies that make a positive impact in the community. You'll receive comprehensive training and support to help you succeed in this rewarding career. With a focus on critical thinking and problem-solving, you'll adapt to the dynamic financial landscape while contributing to branch growth and client acquisition efforts. If you're ready to take on a challenging yet fulfilling role, this opportunity is for you.

Benefits

Paid Training

Support Network

Merit Increases

Bonuses Potential

Qualifications

• High School diploma required; Bachelor's preferred.
• Series 7 and 66 licenses required within three months.

Responsibilities

• Gather client information to develop personalized strategies.
• Meet regularly with clients to track progress and adjust strategies.
• Research portfolio performance and make recommendations.

Skills

Client Relationship Building

Critical Thinking

Problem-Solving

Attention to Detail

Organizational Skills

Time Management

Resilience

Adaptability

Education

High School Diploma

Bachelor's Degree

Job description

Join to apply for the Associate Financial Advisor role at Edward Jones.

Base pay range

$65,000.00/yr - $69,100.00/yr

Job Overview

Position Schedule: Full-Time

Branch Address: 1904 South St Suite 103, Blair, NE

This posting remains open for 30 days from 29-Apr-2025, but may close early due to volume of applications.

If you're seeking a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones offers the opportunity to work with an established Financial Advisor, serve clients, grow the branch, and make a positive impact in communities.

Support Provided

• Paid training to get registered and licensed, with top industry training programs.
• Support network including headquarters assistance via phone, email, and intranet resources.

Characteristics of a Successful Candidate

• Ability to build meaningful client relationships and understand legal/regulatory requirements.
• Critical thinking, problem-solving, and sound judgment skills.
• Resilience and adaptability in a dynamic environment.
• Attention to detail, organizational, and time management skills.

Responsibilities

• Gather client information and understand their needs to develop personalized strategies.
• Meet regularly with clients to track progress and adjust strategies.
• Collaborate with other professionals to understand client goals.
• Research portfolio performance and make recommendations.
• Contribute to branch business planning and community engagement.
• Assist in client acquisition through various sourcing strategies.
• Continuously develop professionally.

Job Requirements

• High School diploma required; Bachelor's preferred.
• Series 7 and 66 licenses required within three months; state insurance licenses also required.
• 3-5 years relevant industry experience preferred.
• Ongoing training to maintain licenses.

Compensation

Hiring Range: $65,000 - $69,100; with potential for merit increases and bonuses.