Associate Financial Advisor

Edward Jones; Cynthiana (KY); On-site; USD 61,000 - 66,000; Full time

Job summary

An established industry player is seeking an Associate Financial Advisor to join their dynamic team. This role involves building meaningful relationships with clients and providing personalized investment solutions. You will collaborate closely with a Financial Advisor, leveraging your skills in critical thinking and problem-solving to navigate the financial landscape. With comprehensive training and support, you'll have the opportunity to grow professionally while making a positive impact in your community. If you're passionate about finance and client advocacy, this could be the perfect opportunity for you.

Benefits

Paid Training

Comprehensive Benefits Package

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plans

Paid Holidays

Vacation

Sick Leave

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• Series 7 and Series 66 licenses required within three months.

Responsibilities

• Providing personalized investment and financial solutions to clients.
• Cultivating relationships in your local community to grow the business.

Skills

Client Relationship Management

Problem Solving

Critical Thinking

Attention to Detail

Organizational Skills

Education

High School Diploma

Bachelor's Degree

Job description

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

Base pay range

$61,800.00/yr - $65,600.00/yr

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: 136 East Pike Street, Cynthiana, KY

This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants.

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.

Support and Benefits

• 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 Candidate

• Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
• Critical thinker, problem solver, and sound judgment 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

Candidate Activities

• 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 effectiveness

Compensation and Benefits

• Full-time associates receive a comprehensive benefits package including medical, dental, vision, retirement plans, paid holidays, vacation, sick leave, and more.
• Salary range: $61,800 - $65,600 with opportunities for merit-based increases.

Job Requirements

• High School Diploma/Equivalent required; Bachelor's degree preferred
• Series 7 and Series 66 licenses required within three months; state insurance licenses also required
• 3-5 years of relevant securities industry experience preferred
• Ongoing training and license maintenance required

About Edward Jones

Edward Jones is a Fortune 500 company committed to positive impact and community involvement, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We value diversity, inclusion, and professional development, fostering a culture where everyone belongs.