Associate Financial Advisor

Edward Jones; Louisville (KY); On-site; USD 75,000 - 81,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen Associate Financial Advisor, um mit einem erfahrenen Finanzberater zusammenzuarbeiten und Kunden zu betreuen. Diese spannende Rolle erfordert kritisches Denken, Problemlösungsfähigkeiten und die Fähigkeit, bedeutungsvolle Beziehungen zu Kunden aufzubauen. Sie werden an der Entwicklung personalisierter Strategien beteiligt sein und die Möglichkeit haben, sich kontinuierlich weiterzuentwickeln. Mit einem starken Unterstützungssystem und umfassenden Schulungsprogrammen bietet diese Position die Chance, in einer dynamischen Umgebung zu wachsen und einen positiven Einfluss auf die Gemeinschaft zu haben.

Benefits

Bezahlte Schulung

Unterstützungsnetzwerk

Lizenzierung und Registrierung

Qualifications

• Erforderliche Lizenzen: Series 7 und Series 66 innerhalb von drei Monaten.
• 3-5 Jahre relevante Branchenerfahrung bevorzugt.

Responsibilities

• Erfassen von Kundeninformationen und Erstellen personalisierter Strategien.
• Regelmäßige Treffen mit Kunden zur Verfolgung des Fortschritts.

Skills

Kundenbeziehungen aufbauen

Kritisches Denken

Problemlösungsfähigkeiten

Detailorientierung

Organisationsfähigkeiten

Zeitmanagement

Education

High School Diplom

Bachelorabschluss

Job description

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

This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,400.00/yr - $80,200.00/yr

Job Overview

Position Schedule: Full-Time

Branch Address: 245 Century Circle Suite 205, Louisville, CO

This job posting is anticipated to remain open for 30 days, from 22-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 to get registered and licensed, along with top industry training programs.
• A support network that extends beyond your branch, including headquarters assistance via phone, email, and intranet resources.

Characteristics of a Successful Candidate

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

Responsibilities

• Gathering client information and understanding their needs to create personalized strategies.
• Regularly meeting with clients to track progress and address concerns.
• Collaborating with other professionals involved in clients' financial planning.
• Researching portfolio performance and making recommendations.
• Contributing to the branch business plan and community engagement.
• Assisting in client acquisition through various sourcing strategies.
• Continuous personal and professional development.

Job Requirements

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

Compensation

The hiring minimum is $75,400.00 and the maximum is $80,200.00, with opportunities for merit-based increases.