Associate Financial Advisor

Edward Jones; Camas (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical and dental coverage

Paid time off for volunteerism

Bonuses and profit sharing

Job summary

Edward Jones is seeking an Associate Financial Advisor to assist clients and contribute to the branch’s growth. This role requires strong analytical skills, the ability to build meaningful client relationships, and compliance with financial regulations.

Successful candidates will collaborate with a Financial Advisor and involve themselves in continuous professional development. Benefits include medical coverage, a 401(k) plan, and paid time off for holidays and volunteer work.

Qualifications

• At least 3-5 years of relevant experience in the securities industry preferred.
• Must complete ongoing training to maintain licenses in good standing.
• State insurance licenses required.

Responsibilities

• Gather information to understand clients' needs and create personalized strategies.
• Meet clients regularly to track progress towards their financial goals.
• Research portfolio performance and make investment recommendations.
• Collaborate with the FA and branch team to develop business plans.

Skills

Critical thinking

Problem-solving

Attention to detail

Organizational skills

Time management

Education

High School Diploma/Equivalent

Bachelor’s degree

Tools

FINRA licenses (Series 7 and Series 66)

Job description

We are looking for an Associate Financial Advisor who will work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Supporting and Training

• 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

Characteristics of a Successful Associate Financial Advisor

• 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

Key Responsibilities

• 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 making 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 Requirements

• 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

Benefits

• A culture of continuous improvement and professional development
• Full-time Associates receive the following benefits:
  • Medical and prescription drug, dental, vision, voluntary benefits such as accident, hospital indemnity, and critical illness, short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
  • 401(k) retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
  • Company observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
  • Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program.

Compensation

• 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.

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.