Talent.com
Associate Financial Advisor - Mount Vernon, OH

Associate Financial Advisor - Mount Vernon, OH

Edward JonesMt Vernon, OH, United States
12 hours ago
Job type
  • Full-time
Job description

Opportunity Overview

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 resources

What characteristics would make you a successful Associate Financial Advisor?

  • Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
  • Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
  • Resiliency and adaptability in a nimble learning environment
  • Attention to detail, strong organizational and time management skills
  • Can you see yourself...

  • Providing personalized investment and financial solutions to clients?
  • Cultivating relationships in your local community to grow the business?
  • Contributing to the branch business plan to increase branch effectiveness?
  • EEO Statement

    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.

    Company Description

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose : We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Awards and Accolades

    At 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.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Position Requirements

    Key responsibilities with existing and newly created clients

    Responsibilities may include :

  • Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns 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.
  • Continually develop yourself to grow personally and professionally.
  • Job 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
  • As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
  • Salary Information

    As a salaried professional, you can also expect...

  • A culture of continuous improvement and professional development
  • Full-time Associates receive the following benefits :
  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

    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.
  • 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.
  • Create a job alert for this search

    Financial Advisor Financial • Mt Vernon, OH, United States

    Related jobs
    • Promoted
    • New!
    Associate Financial Advisor

    Associate Financial Advisor

    Edward JonesMt Vernon, OH, United States
    Full-time
    Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 12 hours ago
    • Promoted
    • New!
    Financial Advisor - PNC Wealth Management

    Financial Advisor - PNC Wealth Management

    PNCPotomac, MD, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 12 hours ago
    • Promoted
    Family Medicine Physician - Leonardtown, MD (40 hours Weekly, PTO, Benefits and Sign On Bonus)

    Family Medicine Physician - Leonardtown, MD (40 hours Weekly, PTO, Benefits and Sign On Bonus)

    Marathon Health-CorporateLeonardtown, MD, US
    Full-time
    The location of this position is in Leonardtown, MD.Marathon Health is a leading provider of advanced primary care in the U. Our comprehensive services include advanced primary care, mental health, ...Show moreLast updated: 18 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,889 to $2,070 per week in Leonardtown, MD

    Travel Occupational Therapist (OT) - $1,889 to $2,070 per week in Leonardtown, MD

    AlliedTravelCareersLEONARDTOWN, MD, US
    Full-time
    AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Occupational Therapist (OT) in LEONARDTOWN, Maryland, 20650!. Job Description & Requirements.Occupational Therapist ...Show moreLast updated: 21 days ago
    • Promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,189 per week in Colonial Beach, VA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,189 per week in Colonial Beach, VA

    AlliedTravelCareersColonial Beach, VA, US
    Full-time
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Certified Occupational Therapist Assistant (COTA) in Colonial Beach, Virginia, 22443!. Travel Rehab : Occupational Therapy ...Show moreLast updated: 28 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,940 per week in Colonial Beach, VA

    Travel Physical Therapist (PT) - $1,940 per week in Colonial Beach, VA

    AlliedTravelCareersColonial Beach, VA, US
    Full-time
    AlliedTravelCareers is working with Core Medical Group to find a qualified Physical Therapist (PT) in Colonial Beach, Virginia, 22443!. Client in VA seeking Physical Therapist : LTC / SNF.We are lookin...Show moreLast updated: 30+ days ago
    • Promoted
    VA Benefits Advisor - Ft. Meade

    VA Benefits Advisor - Ft. Meade

    Calibre SystemsFt. Meade, Maryland, US
    Full-time
    CALIBRE is an employee-owned mission focused solutions and digital transformation company, is looking for a Benefits Advisor to support our client at Fort Meade, MD. The pay rate for this position i...Show moreLast updated: 4 days ago
    Financial Advisor

    Financial Advisor

    NASA FCUWashington, District of Columbia, United States, 20001
    Full-time +1
    NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may ...Show moreLast updated: 30+ days ago
    • Promoted
    Occupational Therapist

    Occupational Therapist

    Encompass Health Rehabilitation Hospital of FredericksburgDahlgren, VA, US
    Full-time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...Show moreLast updated: 4 days ago
    • Promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,303 per week in Colonial Beach, VA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,303 per week in Colonial Beach, VA

    AlliedTravelCareersColonial Beach, VA, US
    Full-time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Certified Occupational Therapist Assistant (COTA) in Colonial Beach, Virginia, 22443!. Centra Healthcare Solutions...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Leonardtown, MD

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Leonardtown, MD

    AlliedTravelCareersLeonardtown, MD, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Occupational Therapist (OT) in Leonardtown, Maryland, 20650!. We are so excited to continue to support this amazing School System i...Show moreLast updated: 11 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Prince Frederick, MD

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Prince Frederick, MD

    AlliedTravelCareersPrince Frederick, MD, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Prince Frederick, Maryland, 20678!. Some locum assignments can be as short as a day, others, years.Some ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,263 to $1,302 per week in Colonial Beach, VA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,263 to $1,302 per week in Colonial Beach, VA

    AlliedTravelCareersCOLONIAL BEACH, VA, US
    Full-time
    AlliedTravelCareers is working with Pioneer Healthcare Services to find a qualified Certified Occupational Therapist Assistant (COTA) in COLONIAL BEACH, Virginia, 22443!. Certified Occupational Ther...Show moreLast updated: 26 days ago
    • Promoted
    • New!
    Associate Financial Advisor

    Associate Financial Advisor

    Core Ventures LLCMcLean, VA, United States
    Full-time
    Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is seeking an experienced Associate Financial Advisor ...Show moreLast updated: 12 hours ago
    • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    MatchstickMcLean, VA, US
    Full-time
    Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is seeking an experienced Associate Financial Advisor ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Advisor

    Associate Advisor

    Signature Estate & Investment Advisors, LLCMcLean, VA, US
    Full-time
    Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm.We provide an extraordinarily high level of investment and wealth. We are seeking a full-time Associat...Show moreLast updated: 12 days ago
    • Promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,138 per week in Colonial Beach, VA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,138 per week in Colonial Beach, VA

    AlliedTravelCareersColonial Beach, VA, US
    Full-time
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified Certified Occupational Therapist Assistant (COTA) in Colonial Beach, Virginia, 22443!. Join the Top- Rated Travel Healthcare...Show moreLast updated: 28 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,806 to $2,006 per week in Colonial Beach, VA

    Travel Physical Therapist (PT) - $1,806 to $2,006 per week in Colonial Beach, VA

    AlliedTravelCareersColonial Beach, VA, US
    Full-time +1
    AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in Colonial Beach, Virginia, 22443!. Looking for a change of scenery and a chance to help oth...Show moreLast updated: 30+ days ago