Associate Financial Advisor

Associate Financial Advisor

Summary :

The Wheaton, Illinois branch of Benjamin F. Edwards is seeking Associate Financial Advisors to join our team and assist our Lead Advisors in the development and delivery of strategies that aim to address each client's specific goals and objectives. The Associate Financial Advisor role is a crucial stepping stone for aspiring financial advisors, providing valuable experience and opportunities to develop skills while contributing directly to the team's client service and financial planning efforts.

The right candidate must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns, with a focus on the ongoing management, retention, and expansion of existing client relationships. The Associate Financial Advisor is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

Essential Duties & Responsibilities :

• Works with existing clients to gather financial information, analyze data, and develop financial plans using the MoneyGuidePro planning software. Thoroughly understands and utilizes financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisor.
• Provides extensive support to lead advisor in client meetings - from preparation of client reports and agendas to note-taking during the meetings to post-meeting activities including documenting next steps and items for execution.
• Effectively leverages internal technology tools like Orion's Wealth Management Platform, Salesforce CRM, and Pershing's NetX360.
• Upon licensing, works with advisors and clients on the execution of orders in Brokerage and Advisory accounts.
• Monitor and review client portfolios, conduct research and analysis to identify potential investment opportunities, and recommend adjustments based on changing market conditions and individual client circumstances.
• Support the development and execution of integrated marketing campaigns that support business objectives and promote the company's brand and services.
• While this position is not required to develop new client relationships, the candidate is encouraged to do so particularly if they have an interest in building a practice over time.
• Develop an understanding of firm policies, procedures, and firm capabilities to deliver fully for clients.
• Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor.

Qualifications :

Education and / or Work Experience :

Licenses / Registration :

Pay Range : between $75,000.00 to $150,000.00

Work Environment :

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

About Benjamin F. Edwards

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm's mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

#LI-Onsite