Associate Financial Advisor (Apply in 3 Minutes) Position Available In Monroe, New York

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 lives of our clients

• and our people.

Our licensed branch associates are highly visiblemembers of the client team, working under the leadership of afinancial advisor. You thrive in an inclusive team environment, area continuous learner, have a people-serving mindset and arepassionate about making an impact to change lives. You and yourfinancial advisor will complement each other to create capacity andprovide value to your community.

Job Overview Position Schedule:

Full-Time Branch Address:

120 Washington St Suite 301, Rochester,NH This job posting is anticipated to remain open for 30 days, from23-Jun-2025. The posting may close early due to the volume ofapplicants. If you’re looking for a challenging and rewardingcareer, the Associate Financial Advisor role at Edward Jones may bethe right opportunity for you. With the same licensing as ourFinancial Advisors, Associate Financial Advisors work with anestablished 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 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 our clients.

We’ll give you the support you need. Our team will be there everystep of the way, providing:

• Paid training
• Get registered andlicensed and learn how to be an associate financial advisor withthe industry’s top training program
• A support network thatextends beyond your branch office and includes headquartersassistance via phone, email and firm intranet resources Whatcharacteristics would make you a successful Associate FinancialAdvisor?
• Build meaningful relationships with clients with anunderstanding of legal and regulatory requirements related toselling financial solutions
• Critical thinker, problem solver, andsound judgement to provide solutions to personalized investmentissues, involving the FA when appropriate
• Resiliency andadaptability in a nimble learning environment
• Attention todetail, strong organizational and time management skills Can yousee yourself
• Providing personalized investment and financialsolutions to clients?
• Cultivating relationships in your localcommunity to grow the business?
• Contributing to the branchbusiness plan to increase branch effectiveness? As a salariedprofessional, you can also expect
• A culture of continuousimprovement and professional development
• Full-time Associatesreceive the following benefits:
• Edward Jones’ compensation andbenefits 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, basiclife, and basic AD&D coverage are provided at no cost toassociates.

Edward Jones offers a 401k retirement plan, andtax-advantaged accounts: health savings account, and flexiblespending account. Edward Jones observes ten paid holidays andprovides 15 days of vacation for new associates beginning onJanuary 1 of each year, as well as sick time, personal days, and apaid day for volunteerism. Associates may be eligible for bonusesand profit sharing. All associates are eligible for the firm’sEmployee Assistance Program. For more information on the Benefitsavailable to Edward Jones associates, please visit our benefitspage. You’ll be competitively compensated

• Edward Jones believesin a human centered approach as we partner for positive impact, toimprove the lives of our clients, colleagues, and communities.
• The hiring minimum and maximum range shown below is a subset of thetotal pay range.

There is also an opportunity for merit-basedsalary increases as you progress in the Associate Financial Advisorrole.

Hiring Minimum:

$68900.00

Hiring Maximum:

$73300.00 Read MoreAbout Job Overview Skills/Requirements Key responsibilities withexisting 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 withclients regularly to track progress toward goals, uncoveradditional assets, proactively address emerging concerns, andadjust their strategy to ensure their needs are met.
• Partneringwith other members of the clients’ professional team such asattorneys, accountants, trust officers, to help fully understandclients’ goals and circumstances.
• Researching portfolioperformance, cost/fees, asset allocation and changes to portfolioconstruction/investments, and make recommendations 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 newclients 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, ifnot currently registered, registrations may be obtained at EdwardJones during the assigned study period
• At least 3-5 years ofrelevant experience in securities industry preferred
• FINRAlicenses required within three months. State insurance licensesrequired
• As an associate, you are required to complete allongoing training offered by the firm and regulatory authorities, aswell as required training to maintain license in good standing ReadMore About Skills/Requirements Awards & 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 therecognitions we have received. Check out our U.S.

awards andaccolades:

Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & InformationBlog Postings about Edward Jones Read More About Awards & AccoladesAbout Us Join a financial services firm where your contributionsare valued. Edward Jones is a Fortune 500¹ company where peoplecome first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we’re proud to beprivately-owned, placing the focus on our clients rather thanshareholder returns. Behind everything we do is our purpose: Wepartner for positive impact to improve the lives of our clients andcolleagues, and together, better our communities and society. Weare an innovative, flexible, and inclusive organization thatattracts, develops, and inspires performance excellence and a senseof belonging. People are at the center of our partnership. EdwardJones associates are seen, heard, respected, and supported. This iswhat we believe makes us the best place to start or build yourcareer. 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. EdwardJones 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 basisprohibited by applicable law.