Associate Financial Advisor

Full-time - Entry Level

Nixa, MO

10,001+ employees

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 who are passionate about making a positive impact in the lives of clients and their communities. This full-time position involves working closely with a licensed financial advisor to provide personalized investment and financial solutions, while also contributing to the growth of the branch and enhancing client relationships. Associates are supported through comprehensive training and a strong network, enabling them to thrive in a collaborative and inclusive environment.

Responsibilities

• Gather information and collect suitability to understand clients' needs and create personalized strategies.
• Meet with clients regularly to track progress toward goals and adjust strategies as needed.
• Partner with clients' professional teams, such as attorneys and accountants, to understand their goals.
• Research portfolio performance and make recommendations to clients based on findings.
• Collaborate with the financial advisor and branch team to align business plans and achieve results.
• Cultivate relationships with local organizations to maintain community presence and obtain referrals.
• Coordinate with the financial advisor to assist in creating new clients through various sourcing strategies.
• Engage in continuous personal and professional development.

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.
• 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 is mandatory.

Nice-to-haves

• Experience in client relationship management.
• Strong communication and interpersonal skills.
• Ability to work in a team-oriented environment.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account and flexible spending account
• Ten paid holidays
• Fifteen days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program.