Associate Financial Advisor - Sartell, MN-98905BR

Full-time - Entry Level

Sartell, MN

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Associate Financial Advisor role at Edward Jones is designed for individuals seeking a challenging and rewarding career in the financial services industry. This position involves working closely with an established Financial Advisor to serve clients, grow the branch, and positively impact communities. Associate Financial Advisors play a crucial role in the client team, leveraging their unique experiences and insights to achieve exceptional results and improve clients' lives. The role includes comprehensive training and support to ensure success in providing personalized investment and financial solutions.

Responsibilities

• Gathering information and collecting suitability to understand clients' needs, priorities, and concerns.
• Meeting with clients regularly to track progress toward goals and adjust strategies as needed.
• Partnering with clients' professional teams, such as attorneys and accountants, to understand their goals and circumstances.
• Researching portfolio performance and making recommendations to clients based on findings.
• Collaborating with the Financial Advisor and branch team to align and adjust the branch business plan for effectiveness.
• Cultivating relationships with local organizations and businesses to maintain community presence and obtain referrals.
• Coordinating with the Financial Advisor to assist in creating new clients through various sourcing strategies.
• Continually developing personal and professional skills.

Requirements

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• Series 7 and Series 66 required; registrations may be obtained during the assigned study period.
• At least 3-5 years of relevant experience in the securities industry preferred.
• FINRA licenses required within three months; state insurance licenses required.
• Completion of ongoing training offered by the firm and regulatory authorities.

Nice-to-haves

• Experience in building meaningful relationships with clients.
• Strong critical thinking and problem-solving skills.
• Ability to adapt in a nimble learning environment.
• Attention to detail and strong organizational skills.

Benefits

• Paid training to get registered and licensed.
• Support network extending beyond the branch office.
• Access to industry-leading training programs.