Associate Financial Advisor - New Hampton, IA

Company: Edward Jones
Location: Tacoma
Posted on: March 17, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.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 resourcesAs a salaried professional, you can also expect---
  • A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
  • Paid time off, including vacation, sick, holidays and personal days
  • A culture of continuous improvement and professional developmentWhat characteristics would make you a successful Associate Financial Advisor?
    • Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
    • Working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate
    • A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
    • Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organizationKey responsibilities with existing and newly created clientsResponsibilities performed for all existing clients may include:
      • Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns in order 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.
        • 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 preferredU.S. Awards/Accolades: We don't often brag, but we're frequently recognized and awarded:
          • has earned a spot on the ranking by Great Place to Work - and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
            • 2022 Fortune's 100 Best Companies to Work For -, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE -2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
            • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's which designates Edward Jones as one of the best places to work for LGBTQ+ Equality
              • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Rights Campaign. All Rights Reserved.
              • For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list.
                • 2000-2022 Training Magazine Training Apex Award, published January-March each year, data as of September of prior year, an application fee was required for consideration.Canada Awards/Accolades: For the 20th consecutive year, Edward Jones has been named on the Kincentric 2021 List of Best Employers in Canada, published in the Financial Post. Edward Jones is once again in the top 25% of employee engagement.2022 Wealth Professional's 5-Star Brokerage Award for Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation.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.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.
                  • As a result, we commit to offering a minimum of $20 per hour, and may be adjusted upward in higher cost areas of the country.
                  • 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.

Keywords: Edward Jones, Tacoma , Associate Financial Advisor - New Hampton, IA, Accounting, Auditing , Tacoma, Washington