Associate Financial Advisor

Edward Jones; Orange (CA); On-site; USD 75,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Financial Advisor to join their dynamic team. This role is perfect for individuals passionate about building relationships and providing personalized financial solutions. As part of a supportive environment, you will work closely with clients to understand their needs, track their progress, and adjust strategies accordingly. With a focus on community engagement and client acquisition, this position offers a rewarding career path with opportunities for professional growth. If you thrive in a collaborative atmosphere and are eager to make a positive impact, this is the opportunity for you!

Benefits

Paid training to get registered and licensed

Comprehensive medical, dental, vision plans

Retirement plans

Paid holidays

Vacation and sick leave

Bonus opportunities

Qualifications

• High School diploma required; Bachelor's preferred.
• 3-5 years of relevant industry experience preferred.

Responsibilities

• Gather client information and understand their needs.
• Meet with clients regularly to track progress and adjust strategies.
• Collaborate with the team to increase branch effectiveness.

Skills

Relationship-building

Critical thinking

Problem-solving

Attention to detail

Organizational skills

Resilience

Adaptability

Education

High School Diploma

Bachelor's Degree

Job description

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

This role offers a salary range of $75,400 to $89,600 per year, based on skills and experience. Your actual pay will be discussed with your recruiter.

Job Overview

Position Schedule: Full-Time

Location: 1122 E Lincoln Avenue Ste 201, Orange, CA

This posting remains open for 30 days from April 18, 2025, but may close early due to application volume.

If you're seeking a challenging and rewarding career, this role involves working with an established Financial Advisor to serve clients, grow the branch, and impact communities positively. As an Associate Financial Advisor, you'll be licensed similarly to Financial Advisors, collaborating to provide personalized financial solutions.

Support and Benefits

• Paid training to get registered and licensed
• Support network including headquarters assistance via phone, email, and intranet

Characteristics of a Successful Candidate

• Relationship-building skills and understanding of legal/regulatory requirements
• Critical thinking, problem-solving, and sound judgment
• Resilience, adaptability, attention to detail, and organizational skills

Key Responsibilities

• Gather client information and understand their needs
• Meet with clients regularly to track progress and adjust strategies
• Partner with other professionals to understand client goals
• Research and recommend portfolio adjustments
• Collaborate with the team to increase branch effectiveness
• Build relationships within the community for referrals
• Assist in client acquisition via various sourcing strategies

Job Requirements

• High School diploma required; Bachelor's preferred
• Series 7 and 66 licenses required within three months
• 3-5 years of relevant industry experience preferred
• State insurance licenses required

Benefits

Comprehensive medical, dental, vision, retirement plans, paid holidays, vacation, sick leave, and bonus opportunities.