Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 11806 Aberdeen St Ne, Suite 170, Blaine, MN This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $75400.00 Hiring Maximum: $80200.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to 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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 11806 Aberdeen St Ne, Suite 170, Blaine, MN This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $75400.00 Hiring Maximum: $80200.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to 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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 18805 W Catawba Ave Suite 206, Cornelius, NC This job posting is anticipated to remain open for 30 days, from 28-Aug-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to 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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 18805 W Catawba Ave Suite 206, Cornelius, NC This job posting is anticipated to remain open for 30 days, from 28-Aug-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to 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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA This job posting is anticipated to remain open for 30 days, from 05-Sep-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview Skills/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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA This job posting is anticipated to remain open for 30 days, from 05-Sep-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview Skills/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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Job Overview This job posting is anticipated to remain open for 30 days, from 25-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
09/08/2025
Full time
Job Overview This job posting is anticipated to remain open for 30 days, from 25-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 5611 N C Highway 55, Suite 104, Durham, NC This job posting is anticipated to remain open for 30 days, from 03-Sep-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to 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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. 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 visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 5611 N C Highway 55, Suite 104, Durham, NC This job posting is anticipated to remain open for 30 days, from 03-Sep-2025. The posting may close early due to the volume of applicants. 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? 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. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to 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 Read More 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 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 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. 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 . 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, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Description: Position: Real Estate Loan Officer Pay Range: $68,640.00 to $81,908.74 FLSA Classification: Exempt Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)-primarily in education, healthcare, and municipal government-as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas. Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the ranking in overall return of value to members (ROM) among peer credit unions ($700MM-$1B) in California, according to Callahan & Associates. As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community. Benefits and Perks: 100% covered medical/dental/vision for employees 401(k) plan with match Profit-Sharing Plan Loan Discounts Paid Holidays Paid Time-Off About the Role: The Real Estate Loan Officer (RELO) demonstrates a highly motivated, positive, professional, outgoing personality with a strong emphasis on sales and results to ensure the credit union maximizes lending and sales opportunities. They are responsible for soliciting, prescreening, and managing all Residential Real Estate (RE) loan requests that meet established lending requirements and provide maximum profitability to Foothill Federal Credit Union (FFCU) while balancing risk. The RELO will effectively and professionally represent FFCU in the community, including property owners, real estate attorneys, accountants, property management firms, title companies, professional associations, civic groups, and other local credit unions for the development of the growth of the new RE loan business. By cultivating and retaining current working relationships and they will establish new business professional relationships with loan processors, underwriters, and closers/funders to ensure efficient files and member service flow. Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 80% Business Development: Actively markets and solicits loans through various loan channels and from prospective borrowers, including real estate investors, financial advisors, insurance agents, property managers, etc. Design a business development program that actively calls on potential borrowers and members to develop new businesses, emphasizing cross-selling. Interviews and assesses loan applicants, explaining the real estate programs to prospective borrowers. Discuss key financing aspects, such as rates, terms, and payment amounts. Establishes and negotiates terms with the borrower under which credit will be extended. Processes and pre-underwrites loan requests, including analyzing financial statements/tax returns, measures outside credit support, identifying strengths and weaknesses, and documenting the same within credit files. Assesses the risk of the loan per FFCU guidelines and policies. Prepares and submits an appropriate loan recommendation for approval to the CLO or department underwriter. Conveys the loan decision and explanation to the applicant. Achieves annual origination goals as established by CLO. Learns and maintains a thorough working knowledge and ensures adherence to all new regulatory compliance, credit union policies and procedures, and loan program changes. Prepares competitive market surveys and recommends modifications to loan programs, pricing, marketing, and other programs to streamline and improve RE loan services for the benefit of FFCU and its members. Attends public functions involving professional organizations and associations to promote loan programs. Promotes and cross-sells other products and services to members as appropriate. Provide instructional material about loan programs to FFCU branch personnel. Maintains in-depth knowledge of and complies with all FFCU, departmental, and security policies and procedures; adheres to all state and federal mortgage laws and regulations, but not limited to the Real Estate Settlement Procedures Act (RESPA), the Truth-in-Lending Act (TILA), the Fair Housing Act, the Home Mortgage Disclosure Act (HMDA), and the Equal Credit Opportunity Act. (ECOA) as well as any other federal regulations applicable to the position, including BSA requirements. Completes all required compliance training as assigned. 15% Report and Communication Functions: Follows up with the members as required for file completion. Prepares loan status pipeline reports and documents as required Answers member and non-member phone calls. Attends and participates in department, ALCO, and branch meetings as required. Assists with loan servicing issues with the Manager of RE Lending. Keeps Real Estate Loan Manager informed of area activities and any significant issues. 5% Miscellaneous projects/other duties: Perform such other duties as assigned. Requirements: Experience/Education Requirements: AA Degree or equivalent preferred or three (3) years of Real Estate Lending related experience Minimum of five (5) years of Real Estate Loan Officer experience analyzing and pre-approving loan applications Desirable Certifications and/or License(s) in the following areas: Must be registered as a Real Estate Loan Originator through the National Mortgage Licensing System and Registry; the license must be active and in good standing. Must have a current and valid driver's license (including proof of vehicle insurance) Other Skills and Abilities: Working knowledge of the Encompass origination system preferred Aptitude for detail and ability to perform in a fast-paced and changing environment. Experience with tri-merge credit reports. Thorough working knowledge of Secondary Market lending Ability to define problems, collect data, establish facts, and draw valid conclusions. Full knowledge of title reports, insurance, appraisals, the foundation of determining creditworthiness, and following established credit union loan policies, products, procedures, processing, and underwriting guidelines Ability to interpret technical instructions in mathematical or diagram form and deal with abstract and concrete variables. Ability to read and analyze loan documents, signature cards, and all applicable disclosures; ability to write business correspondence letters. Bi-lingual (Spanish) is preferred. Able to operate related computer applications, calculators, and other essential business equipment. Strong written oral communication skills, and presentation skills Must have functional knowledge and experience with Windows (Word, Excel, PowerPoint, etc.) and other computer applications. Knowledge of established credit union policies and practices; legal and regulatory requirements Ability to use discretion when handling confidential information. Self-motivated and frequently demonstrates initiative by going "above and beyond" performing what is required for the position. Ability to maintain a good working relationship with all team members, members, and vendors and to use good judgment in recognizing the scope of authority. Must be able to travel within the branch network regularly Must have a method of transportation when needed to carry out essential job-related functions; if operating a motor vehicle, must have a valid driver's license and proof of at least minimum automobile insurance coverage as required by the State of California Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, intersectionality, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Compensation details: 8.74 Yearly Salary PId7f65ff4d5-
09/08/2025
Full time
Description: Position: Real Estate Loan Officer Pay Range: $68,640.00 to $81,908.74 FLSA Classification: Exempt Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)-primarily in education, healthcare, and municipal government-as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas. Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the ranking in overall return of value to members (ROM) among peer credit unions ($700MM-$1B) in California, according to Callahan & Associates. As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community. Benefits and Perks: 100% covered medical/dental/vision for employees 401(k) plan with match Profit-Sharing Plan Loan Discounts Paid Holidays Paid Time-Off About the Role: The Real Estate Loan Officer (RELO) demonstrates a highly motivated, positive, professional, outgoing personality with a strong emphasis on sales and results to ensure the credit union maximizes lending and sales opportunities. They are responsible for soliciting, prescreening, and managing all Residential Real Estate (RE) loan requests that meet established lending requirements and provide maximum profitability to Foothill Federal Credit Union (FFCU) while balancing risk. The RELO will effectively and professionally represent FFCU in the community, including property owners, real estate attorneys, accountants, property management firms, title companies, professional associations, civic groups, and other local credit unions for the development of the growth of the new RE loan business. By cultivating and retaining current working relationships and they will establish new business professional relationships with loan processors, underwriters, and closers/funders to ensure efficient files and member service flow. Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 80% Business Development: Actively markets and solicits loans through various loan channels and from prospective borrowers, including real estate investors, financial advisors, insurance agents, property managers, etc. Design a business development program that actively calls on potential borrowers and members to develop new businesses, emphasizing cross-selling. Interviews and assesses loan applicants, explaining the real estate programs to prospective borrowers. Discuss key financing aspects, such as rates, terms, and payment amounts. Establishes and negotiates terms with the borrower under which credit will be extended. Processes and pre-underwrites loan requests, including analyzing financial statements/tax returns, measures outside credit support, identifying strengths and weaknesses, and documenting the same within credit files. Assesses the risk of the loan per FFCU guidelines and policies. Prepares and submits an appropriate loan recommendation for approval to the CLO or department underwriter. Conveys the loan decision and explanation to the applicant. Achieves annual origination goals as established by CLO. Learns and maintains a thorough working knowledge and ensures adherence to all new regulatory compliance, credit union policies and procedures, and loan program changes. Prepares competitive market surveys and recommends modifications to loan programs, pricing, marketing, and other programs to streamline and improve RE loan services for the benefit of FFCU and its members. Attends public functions involving professional organizations and associations to promote loan programs. Promotes and cross-sells other products and services to members as appropriate. Provide instructional material about loan programs to FFCU branch personnel. Maintains in-depth knowledge of and complies with all FFCU, departmental, and security policies and procedures; adheres to all state and federal mortgage laws and regulations, but not limited to the Real Estate Settlement Procedures Act (RESPA), the Truth-in-Lending Act (TILA), the Fair Housing Act, the Home Mortgage Disclosure Act (HMDA), and the Equal Credit Opportunity Act. (ECOA) as well as any other federal regulations applicable to the position, including BSA requirements. Completes all required compliance training as assigned. 15% Report and Communication Functions: Follows up with the members as required for file completion. Prepares loan status pipeline reports and documents as required Answers member and non-member phone calls. Attends and participates in department, ALCO, and branch meetings as required. Assists with loan servicing issues with the Manager of RE Lending. Keeps Real Estate Loan Manager informed of area activities and any significant issues. 5% Miscellaneous projects/other duties: Perform such other duties as assigned. Requirements: Experience/Education Requirements: AA Degree or equivalent preferred or three (3) years of Real Estate Lending related experience Minimum of five (5) years of Real Estate Loan Officer experience analyzing and pre-approving loan applications Desirable Certifications and/or License(s) in the following areas: Must be registered as a Real Estate Loan Originator through the National Mortgage Licensing System and Registry; the license must be active and in good standing. Must have a current and valid driver's license (including proof of vehicle insurance) Other Skills and Abilities: Working knowledge of the Encompass origination system preferred Aptitude for detail and ability to perform in a fast-paced and changing environment. Experience with tri-merge credit reports. Thorough working knowledge of Secondary Market lending Ability to define problems, collect data, establish facts, and draw valid conclusions. Full knowledge of title reports, insurance, appraisals, the foundation of determining creditworthiness, and following established credit union loan policies, products, procedures, processing, and underwriting guidelines Ability to interpret technical instructions in mathematical or diagram form and deal with abstract and concrete variables. Ability to read and analyze loan documents, signature cards, and all applicable disclosures; ability to write business correspondence letters. Bi-lingual (Spanish) is preferred. Able to operate related computer applications, calculators, and other essential business equipment. Strong written oral communication skills, and presentation skills Must have functional knowledge and experience with Windows (Word, Excel, PowerPoint, etc.) and other computer applications. Knowledge of established credit union policies and practices; legal and regulatory requirements Ability to use discretion when handling confidential information. Self-motivated and frequently demonstrates initiative by going "above and beyond" performing what is required for the position. Ability to maintain a good working relationship with all team members, members, and vendors and to use good judgment in recognizing the scope of authority. Must be able to travel within the branch network regularly Must have a method of transportation when needed to carry out essential job-related functions; if operating a motor vehicle, must have a valid driver's license and proof of at least minimum automobile insurance coverage as required by the State of California Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, intersectionality, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Compensation details: 8.74 Yearly Salary PId7f65ff4d5-
Overview: Old National Bank is honored to be named one of the World's Most Ethical Companies for the 10th consecutive year! Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company. We are currently looking for a Floating Client Service Representative for the Grand Rapids offices (3 centers in Grand Rapids and 1 in Holland). You will be responsible for delivering an exceptional in-branch client experience, serving as a single point of contact in fulfilling the client's sales, service, and transactional needs. Central to this role is the ability to engage with client's, build long-term relationships, create loyalty by providing insight, advice, personalized financial solutions, and recommendations based on both the client's needs and how they prefer to do business with Old National. The Relationship Banker implements strategies to retain and deepen existing client relationships, establishes new banking relationships through the execution of Old National's sales process, refers clients to product partners (e.g., Mortgage, Investments, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), builds customer confidence with digital channel capabilities, provides account servicing and maintenance, effectively resolves customer concerns assists with problem resolution, and processes transactions accurately and efficiently. Responsibilities: Contributes to the banking center's overall success by meeting defined targets for both sales and service Actively participates in weekly sales meetings, call nights, sales blitzes, and other activities to grow sales Demonstrates in-depth knowledge of the different banking channels and promotes opportunities to introduce clients to these capabilities; provides customer education and guidance on various self-service solutions including Smart ATMs, online and mobile banking to enhance their service experience. Proactively resolves a variety of moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements May assist in mentoring and training of new associates May serve as back up to the Banking Center Manager or Assistant Manager to oversee daily branch operations such as opening/closing the branch, ensuring adherence to established bank policies and procedures, researching, and resolving customer issues, etc. Experience/Qualifications: High school graduate or equivalent required; Associate's degree or post-secondary classes or degree preferred 2+ years of experience in retail sales, banking, and/or consumer lending or advanced education in lieu of work experience NMLS registered or ability to obtain NMLS registration Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Talent Acquisition Director, VP, to fill a specific position.
09/25/2021
Full time
Overview: Old National Bank is honored to be named one of the World's Most Ethical Companies for the 10th consecutive year! Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company. We are currently looking for a Floating Client Service Representative for the Grand Rapids offices (3 centers in Grand Rapids and 1 in Holland). You will be responsible for delivering an exceptional in-branch client experience, serving as a single point of contact in fulfilling the client's sales, service, and transactional needs. Central to this role is the ability to engage with client's, build long-term relationships, create loyalty by providing insight, advice, personalized financial solutions, and recommendations based on both the client's needs and how they prefer to do business with Old National. The Relationship Banker implements strategies to retain and deepen existing client relationships, establishes new banking relationships through the execution of Old National's sales process, refers clients to product partners (e.g., Mortgage, Investments, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), builds customer confidence with digital channel capabilities, provides account servicing and maintenance, effectively resolves customer concerns assists with problem resolution, and processes transactions accurately and efficiently. Responsibilities: Contributes to the banking center's overall success by meeting defined targets for both sales and service Actively participates in weekly sales meetings, call nights, sales blitzes, and other activities to grow sales Demonstrates in-depth knowledge of the different banking channels and promotes opportunities to introduce clients to these capabilities; provides customer education and guidance on various self-service solutions including Smart ATMs, online and mobile banking to enhance their service experience. Proactively resolves a variety of moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements May assist in mentoring and training of new associates May serve as back up to the Banking Center Manager or Assistant Manager to oversee daily branch operations such as opening/closing the branch, ensuring adherence to established bank policies and procedures, researching, and resolving customer issues, etc. Experience/Qualifications: High school graduate or equivalent required; Associate's degree or post-secondary classes or degree preferred 2+ years of experience in retail sales, banking, and/or consumer lending or advanced education in lieu of work experience NMLS registered or ability to obtain NMLS registration Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Talent Acquisition Director, VP, to fill a specific position.
Cybersecurity and Infrastructure Security Agency
Arlington, Virginia
Overview Accepting applications Open & closing dates 08/18/2021 to 09/17/2021 Service Senior Executive Pay scale & grade ES 00 Salary $132,552 to $199,300 per year Appointment type Permanent Work schedule Full-time Duties Summary The Integrated Operations Division (IOD), coordinates, collaborates, and executes CISA's operational activities to ensure seamless support and expedited response to critical needs. IOD enhances mission effectiveness and situational awareness by unifying the conduct and reporting of CISA operations through a single channel to provide CISA leadership with a common operational picture and ensure cross-divisional coordination in the implementation of CISA programs. Responsibilities The Assistant Director for Integrated Operations serves as a senior CISA official who coordinates operations between divisions and regions to ensure rapid and effective response and reporting; works with the Intelligence Community to tailor intelligence products that it receives that meet the information needs of CISA senior leadership and other CISA divisions; and provides CISA leadership with awareness of emerging threats and incidents, as well as ongoing operational activities associated with critical infrastructure security and resilience. Specific responsibilities include: Coordinates the operational activity of CISA that is focused upon improving the nation's capability and capacity to assess and understand risk, and help focus efforts to detect, prevent, respond and mitigate disruptions of and to critical communications, physical infrastructure and cyber infrastructure. Along with Director and Deputy Director participates in the development, implementation and management of the CISA strategic and annual operating plans. Incumbent leads efforts in formulation of overall objectives for the IOD, to include all programs, priorities and policies to support the Director's objectives. In cooperation with the Director and Deputy Director, builds and sustains effective and efficient CISA and IOD management organizations, with appropriate performance metrics, capable of supporting the cybersecurity, physical infrastructure security and communications preparedness mission. Supports the development and execution of the National Cyber Incident Response Plan (NCIRP). Assists the national effort to improve homeland security information sharing between the public and private sectors to aid in preventing, detecting, mitigating, and/or recovering from the effects of an attack, interference, compromise or incapacitation related to cyber/IT, physical infrastructure and communications systems. Provides guidance and direction to subordinates in the broad areas of EO/EEO, human resources programs, and employee development to ensure IOD's efforts in these areas achieve the goals of the designated programs. Assesses and guides efforts of supporting activities, including contractors and personnel detailed to the IOD from other DHS organizations and other government agencies. Serves as approving authority for costs, schedules, and performance criteria for contracts, agreements with other government agencies, and performance. Travel Required Occasional travel - You may be expected to travel for this position. Supervisory status Yes Promotion Potential None Requirements Conditions of Employment You must be a U.S. citizen to apply for this position. You must successfully pass a background investigation. This may include a credit check, a review of financial issues, as well as certain criminal offenses and illegal use or possession of drugs. Selective Service - males born after 12/31/59 must be registered or exempt from Selective Service see Filing of OGE 278 - Public Financial Disclosure. You must be able to obtain and hold a obtain/maintain a Top Secret (SCI) clearance. If selected, a one-year SES Probationary period may be required. You must submit to a drug test and receive a negative test result prior to appointment to this position. If you receive a conditional offer of employment for this position, you will be required to complete an Optional Form 306, Declaration for Federal Employment, and to sign and certify the accuracy of all information in your application. DHS uses e-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify , including your rights and responsibilities. Relocation expenses are not authorized. Other recruitment incentives may be authorized. All employees are required to participate in Direct Deposit/Electronic Funds Transfer for salary payments. This position may be designated as essential personnel. Essential personnel must be able to serve during continuity of operation events without regard to declarations of liberal leave or government closures due to weather, protests, and acts of terrorism or lack of funding. Failure to report for or remain in this position may result in disciplinary or adverse action in accordance with applicable laws, rules, and regulations (5 U.S.C. 7 and 5 CFR Part 752, as applicable). Qualifications As a basic requirement for entry into the SES, applicants must provide detailed evidence of possession of each of the Executive Core and Technical Qualifications listed below in a supplemental statement to assist reviewing officials in determining the best qualified candidates to be referred to the selecting official. Qualification and experience determinations will be based only on the information you submit. The application process used to recruit this position is the Traditional Method. Executive Core Qualifications: ECQ 1 - LEADING CHANGE: You must have demonstrated an ability to bring about strategic change, both within and outside the organization, to meet organizational goals. Inherent to this ECQ is the ability to establish an organizational vision and to implement it in a continuously changing environment. Leadership Competencies: Creativity & Innovation, External Awareness, Flexibility, Resilience, Strategic Thinking, Vision. ECQ 2 - LEADING PEOPLE: You must demonstrate the ability to lead people toward meeting the organization's vision, mission, and goals. Inherent to this ECQ is the ability to provide an inclusive workplace that fosters the development of others, facilitates cooperation and teamwork, and supports constructive resolution of conflicts. Leadership Competencies: Conflict Management, Leveraging Diversity, Developing Others, Team Building. ECQ 3 - RESULTS DRIVEN: This core qualification involves the ability to meet organizational goals and customer expectations. Inherent to this ECQ is the ability to make decisions that produce high-quality results by applying technical knowledge, analyzing problems, and calculating risks. Leadership Competencies: Accountability, Customer Service, Decisiveness, Entrepreneurship, Problem Solving, Technical Credibility. ECQ 4 - BUSINESS ACUMEN: This ECQ involves the ability to manage human, financial, and information resources strategically. Leadership Competencies: Financial Management, Human Capital Management, Technology Management. ECQ 5 - BUILDING COALITIONS: This ECQ involves the ability to build coalitions internally and with other Federal agencies, State and local governments, nonprofit and private sector organizations, foreign governments, or international organizations to achieve common goals. Leadership Competencies: Partnering, Political Savvy, Influencing/Negotiating. FUNDAMENTAL COMPETENCIES: The following competencies are the foundation for success in each of the Executive Core Qualifications: Interpersonal Skills, Oral Communication, Integrity/Honesty, Written Communication, Continual Learning, Public Service Motivation. Mandatory Technical Qualifications (MTQs): MTQ 1: Ability to deal effectively on complex homeland security-related issues with senior officials from all branches and levels of government and with other critical infrastructure/key resource owners, operators, and other stakeholders. MTQ 2 : Experience in directing and supporting national-level critical infrastructure/key resource risk management, preparedness and protection programs, such as those in the nation's chemical or other sectors or equivalent programs of significant complexity and importance in regional, State or business enterprises. Challenge Context Action Result Model An ECQ or Mandatory Technical Qualification (MTQ) statement should include more than one examples of relevant experience. Challenge. Describe a specific problem or goal. Context. Talk about the individuals and groups you worked with, and/or the environment in which you worked, to tackle a particular challenge (e.g., clients, co-workers, members of Congress, shrinking budget, low morale). Action. Discuss the specific actions you took to address a challenge. Result. Give specific examples of the results of your actions. These accomplishments demonstrate the quality and effectiveness of your leadership skills. Additional information on the Executive Core Qualifications is available at Senior Executive Service Executive Core Qualifications Veteran's preference does not apply to the SES. Probationary period:..... click apply for full job details
08/20/2021
Full time
Overview Accepting applications Open & closing dates 08/18/2021 to 09/17/2021 Service Senior Executive Pay scale & grade ES 00 Salary $132,552 to $199,300 per year Appointment type Permanent Work schedule Full-time Duties Summary The Integrated Operations Division (IOD), coordinates, collaborates, and executes CISA's operational activities to ensure seamless support and expedited response to critical needs. IOD enhances mission effectiveness and situational awareness by unifying the conduct and reporting of CISA operations through a single channel to provide CISA leadership with a common operational picture and ensure cross-divisional coordination in the implementation of CISA programs. Responsibilities The Assistant Director for Integrated Operations serves as a senior CISA official who coordinates operations between divisions and regions to ensure rapid and effective response and reporting; works with the Intelligence Community to tailor intelligence products that it receives that meet the information needs of CISA senior leadership and other CISA divisions; and provides CISA leadership with awareness of emerging threats and incidents, as well as ongoing operational activities associated with critical infrastructure security and resilience. Specific responsibilities include: Coordinates the operational activity of CISA that is focused upon improving the nation's capability and capacity to assess and understand risk, and help focus efforts to detect, prevent, respond and mitigate disruptions of and to critical communications, physical infrastructure and cyber infrastructure. Along with Director and Deputy Director participates in the development, implementation and management of the CISA strategic and annual operating plans. Incumbent leads efforts in formulation of overall objectives for the IOD, to include all programs, priorities and policies to support the Director's objectives. In cooperation with the Director and Deputy Director, builds and sustains effective and efficient CISA and IOD management organizations, with appropriate performance metrics, capable of supporting the cybersecurity, physical infrastructure security and communications preparedness mission. Supports the development and execution of the National Cyber Incident Response Plan (NCIRP). Assists the national effort to improve homeland security information sharing between the public and private sectors to aid in preventing, detecting, mitigating, and/or recovering from the effects of an attack, interference, compromise or incapacitation related to cyber/IT, physical infrastructure and communications systems. Provides guidance and direction to subordinates in the broad areas of EO/EEO, human resources programs, and employee development to ensure IOD's efforts in these areas achieve the goals of the designated programs. Assesses and guides efforts of supporting activities, including contractors and personnel detailed to the IOD from other DHS organizations and other government agencies. Serves as approving authority for costs, schedules, and performance criteria for contracts, agreements with other government agencies, and performance. Travel Required Occasional travel - You may be expected to travel for this position. Supervisory status Yes Promotion Potential None Requirements Conditions of Employment You must be a U.S. citizen to apply for this position. You must successfully pass a background investigation. This may include a credit check, a review of financial issues, as well as certain criminal offenses and illegal use or possession of drugs. Selective Service - males born after 12/31/59 must be registered or exempt from Selective Service see Filing of OGE 278 - Public Financial Disclosure. You must be able to obtain and hold a obtain/maintain a Top Secret (SCI) clearance. If selected, a one-year SES Probationary period may be required. You must submit to a drug test and receive a negative test result prior to appointment to this position. If you receive a conditional offer of employment for this position, you will be required to complete an Optional Form 306, Declaration for Federal Employment, and to sign and certify the accuracy of all information in your application. DHS uses e-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify , including your rights and responsibilities. Relocation expenses are not authorized. Other recruitment incentives may be authorized. All employees are required to participate in Direct Deposit/Electronic Funds Transfer for salary payments. This position may be designated as essential personnel. Essential personnel must be able to serve during continuity of operation events without regard to declarations of liberal leave or government closures due to weather, protests, and acts of terrorism or lack of funding. Failure to report for or remain in this position may result in disciplinary or adverse action in accordance with applicable laws, rules, and regulations (5 U.S.C. 7 and 5 CFR Part 752, as applicable). Qualifications As a basic requirement for entry into the SES, applicants must provide detailed evidence of possession of each of the Executive Core and Technical Qualifications listed below in a supplemental statement to assist reviewing officials in determining the best qualified candidates to be referred to the selecting official. Qualification and experience determinations will be based only on the information you submit. The application process used to recruit this position is the Traditional Method. Executive Core Qualifications: ECQ 1 - LEADING CHANGE: You must have demonstrated an ability to bring about strategic change, both within and outside the organization, to meet organizational goals. Inherent to this ECQ is the ability to establish an organizational vision and to implement it in a continuously changing environment. Leadership Competencies: Creativity & Innovation, External Awareness, Flexibility, Resilience, Strategic Thinking, Vision. ECQ 2 - LEADING PEOPLE: You must demonstrate the ability to lead people toward meeting the organization's vision, mission, and goals. Inherent to this ECQ is the ability to provide an inclusive workplace that fosters the development of others, facilitates cooperation and teamwork, and supports constructive resolution of conflicts. Leadership Competencies: Conflict Management, Leveraging Diversity, Developing Others, Team Building. ECQ 3 - RESULTS DRIVEN: This core qualification involves the ability to meet organizational goals and customer expectations. Inherent to this ECQ is the ability to make decisions that produce high-quality results by applying technical knowledge, analyzing problems, and calculating risks. Leadership Competencies: Accountability, Customer Service, Decisiveness, Entrepreneurship, Problem Solving, Technical Credibility. ECQ 4 - BUSINESS ACUMEN: This ECQ involves the ability to manage human, financial, and information resources strategically. Leadership Competencies: Financial Management, Human Capital Management, Technology Management. ECQ 5 - BUILDING COALITIONS: This ECQ involves the ability to build coalitions internally and with other Federal agencies, State and local governments, nonprofit and private sector organizations, foreign governments, or international organizations to achieve common goals. Leadership Competencies: Partnering, Political Savvy, Influencing/Negotiating. FUNDAMENTAL COMPETENCIES: The following competencies are the foundation for success in each of the Executive Core Qualifications: Interpersonal Skills, Oral Communication, Integrity/Honesty, Written Communication, Continual Learning, Public Service Motivation. Mandatory Technical Qualifications (MTQs): MTQ 1: Ability to deal effectively on complex homeland security-related issues with senior officials from all branches and levels of government and with other critical infrastructure/key resource owners, operators, and other stakeholders. MTQ 2 : Experience in directing and supporting national-level critical infrastructure/key resource risk management, preparedness and protection programs, such as those in the nation's chemical or other sectors or equivalent programs of significant complexity and importance in regional, State or business enterprises. Challenge Context Action Result Model An ECQ or Mandatory Technical Qualification (MTQ) statement should include more than one examples of relevant experience. Challenge. Describe a specific problem or goal. Context. Talk about the individuals and groups you worked with, and/or the environment in which you worked, to tackle a particular challenge (e.g., clients, co-workers, members of Congress, shrinking budget, low morale). Action. Discuss the specific actions you took to address a challenge. Result. Give specific examples of the results of your actions. These accomplishments demonstrate the quality and effectiveness of your leadership skills. Additional information on the Executive Core Qualifications is available at Senior Executive Service Executive Core Qualifications Veteran's preference does not apply to the SES. Probationary period:..... click apply for full job details
