Associate Financial Advisor: Training & Client Growth

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

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.