Associate Financial Advisor - Mckinney, TX

Edward Jones; Plano (TX); On-site; USD 50,000 - 100,000; Full time

Job summary

Join a forward-thinking financial services firm as an Associate Financial Advisor, where your contributions are valued and you can make a positive impact in clients' lives. This role offers a unique opportunity to work alongside experienced Financial Advisors, providing personalized investment solutions and cultivating relationships within the community. With a strong support network and comprehensive training, you will develop professionally while helping clients navigate their financial journeys. If you are a critical thinker with a passion for client service, this is the perfect opportunity to grow your career in a dynamic and inclusive environment.

Benefits

Medical and Prescription Drug Coverage

Dental and Vision Insurance

401k Retirement Plan

Paid Holidays

Vacation Days

Employee Assistance Program

Short- and Long-term Disability Insurance

Voluntary Benefits

Profit Sharing

Paid Day for Volunteerism

Qualifications

• High School Diploma required; Series 7 and 66 required for licensing.
• 3-5 years of relevant experience in the securities industry preferred.

Responsibilities

• Gather information to understand clients' needs and create personalized strategies.
• Collaborate with clients' professional teams to align on goals.

Skills

Client Relationship Management

Critical Thinking

Problem Solving

Attention to Detail

Organizational Skills

Time Management

Education

High School Diploma/Equivalent

Bachelor’s Degree

Tools

FINRA Licenses

Series 7

Series 66

Job description

Opportunity Overview

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.

We’ll give you the support you need.

Our team will be there every step of the way, providing:

• 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

What characteristics would make you 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

Can you see yourself…

• 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 branch effectiveness?

Position Requirements

Key responsibilities with existing and newly created clients

Responsibilities may include:

• 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 make 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

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Position Schedule

Full-Time

Position Type

Branch Support - BOA

EEO Statement

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.

Recruiter

Samantha Boyd

Salary Information

As a salaried professional, you can also expect…

• A culture of continuous improvement and professional development
• Full-time Associates receive the following benefits:
  • Edward Jones' compensation and benefits package includes 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. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones 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.

You'll be competitively compensated…

• 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.