Associate Financial Advisor Position Available In Lafayette, Louisiana
Tallo's Job Summary: The Associate Financial Advisor role at Edward Jones offers a competitive salary range from $61,800 to $65,600. With Series 7 and Series 66 licensing required, the position involves client relationship building, portfolio management, and business growth strategies. This full-time position prioritizes professional development, benefits, and a supportive team environment.
Job Description
Job Description:
Client advocate. Skilled communicator. Problem solver. Does thatdescribe you? If so, we need you on our team. At Edward Jones, we’re all about making a difference. In the livesof our clients – and our people. Our licensed branch associates arehighly visible members of the client team, working under theleadership of a financial advisor. You thrive in an inclusive team environment, are a continuouslearner, have a people-serving mindset and are passionate aboutmaking an impact to change lives. You and your financial advisorwill complement each other to create capacity and provide value toyour community.
Job Overview Position Schedule:
Full-Time Branch Address:
3652 Rome Dr, Suite C, Lafayette, IN This job posting is anticipated to remain open for 30 days, from13-May-2025. The posting may close early due to the volume ofapplicants. If you’re looking for a challenging and rewarding career, theAssociate Financial Advisor role at Edward Jones may be the rightopportunity for you. With the same licensing as our FinancialAdvisors, Associate Financial Advisors work with an establishedFinancial Advisor to serve clients, grow the branch, and positivelyimpact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of theclient team, and we rely on their unique experiences, insights, andprofessional backgrounds. We value different viewpoints to helpachieve exceptional results and improve the lives of ourclients. 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 bean associate financial advisor with the industry’s top trainingprogram A support network that extends beyond your branch office andincludes headquarters assistance via phone, email and firm intranetresources What characteristics would make you a successful AssociateFinancial Advisor? Build meaningful relationships with clients with anunderstanding of legal and regulatory requirements related toselling financial solutions Critical thinker, problem solver, and sound judgement toprovide solutions to personalized investment issues, involving theFA when appropriate Resiliency and adaptability in a nimble learningenvironment Attention to detail, strong organizational and time managementskills Can you see yourself Providing personalized investment and financial solutions toclients? Cultivating relationships in your local community to grow thebusiness? Contributing to the branch business plan to increase brancheffectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professionaldevelopment Full-time Associates receive the following benefits: Edward Jones’ compensation and benefits package includesmedical 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&Dcoverage. Short- and long-term disability, basic life, and basicAD&D coverage are provided at no cost to associates. EdwardJones offers a 401k retirement plan, and tax-advantaged accounts:health savings account, and flexible spending account. Edward Jonesobserves ten paid holidays and provides 15 days of vacation for newassociates beginning on January 1 of each year, as well as sicktime, personal days, and a paid day for volunteerism. Associatesmay be eligible for bonuses and profit sharing. All associates areeligible for the firm’s Employee Assistance Program. For moreinformation 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 wepartner for positive impact, to improve the lives of our clients,colleagues, and communities. The hiring minimum and maximum range shown below is a subset ofthe total pay range. There is also an opportunity for merit-basedsalary increases as you progress in the Associate Financial Advisorrole.
Hiring Minimum:
$61800.00
Hiring Maximum:
$65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeplyunderstand clients’ and prospective clients’ needs, priorities, andconcerns 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 teamsuch as attorneys, accountants, trust officers, to help fullyunderstand clients’ goals and circumstances. Researching portfolio performance, cost/fees, asset allocationand changes to portfolio construction/investments, and makerecommendations to client. Collaborate with the FA and branch team to ensure alignment andcreate, monitor, and adjust the branch business plan to increasebranch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses tomaintain presence in the community and obtain referrals and newbusiness. Coordinate with the FA to assist in the creation of new clientsvia face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally andprofessionally. Job Requirements High School Diploma/Equivalent required; Bachelor’s degreepreferred Series 7 and Series 66 required, if not currently registered,registrations may be obtained at Edward Jones during the assignedstudy period At least 3-5 years of relevant experience in securitiesindustry preferred FINRA licenses required within three months. State insurancelicenses required As an associate, you are required to complete all ongoingtraining offered by the firm and regulatory authorities, as well asrequired training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels likethey belong. We’re proud of our associates’ contributions to thefirm and the recognitions we have received. Check out our U.S.
awards and accolades:
Insights & InformationBlog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & InformationBlog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued.
Edward Jones is a Fortune 500 company where people come first. Withover 9 million clients and 20,000 financial advisors across theU.S. and Canada, we’re proud to be privately-owned, placing thefocus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positiveimpact to improve the lives of our clients and colleagues, andtogether, better our communities and society. We are an innovative,flexible, and inclusive organization that attracts, develops, andinspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jonesassociates are seen, heard, respected, and supported. This is whatwe believe makes us the best place to start or build yourcareer. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023.Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color,gender, religion, national origin, age, disability, sexualorientation, pregnancy, veteran status, genetic information or anyother basis prohibited by applicable law.