Financial Services Professional

Company: Edward Jones
Location: Westfield
Posted on: October 3, 2024

Job Description:

About the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key Responsibilities

• Gather information and collect suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns.
• Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy to ensure their needs are met.
• Partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
• Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to clients.
• Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.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.About UsAt 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. Join a financial services firm where your contributions are valued.

Keywords: Edward Jones, Scranton , Financial Services Professional, Accounting, Auditing , Westfield, Pennsylvania