Financial Associate (Corporate) jobs in Florence, SC
Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Associate (Corporate) jobs
Associate Financial Advisor
- Edward Jones
-
Florence, SC
FULL_TIME
-
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.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
- A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
What characteristics would make you a successful Associate Financial Advisor?- Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate
- A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
- Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization
Responsibilities performed for all existing clients may include:
- Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns in order 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.
- 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
U.S. Awards/Accolades:
We don’t often brag, but we’re frequently recognized and awarded:- Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Place to Work® and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
- 2022 Fortune's 100 Best Companies to Work For®, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE ©2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
- Edward Jones scored 100 percent on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI) which designates Edward Jones as one of the best places to work for LGBTQ Equality
- 2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Rights Campaign. All Rights Reserved.
- For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list.
- 2000-2022 Training Magazine Training Apex Award, published January-March each year, data as of September of prior year, an application fee was required for consideration.
Canada Awards/Accolades:
For the 20th consecutive year, Edward Jones has been named on the Kincentric 2021 List of Best Employers in Canada, published in the Financial Post. Edward Jones is once again in the top 25% of employee engagement.
2022 Wealth Professional's 5-Star Brokerage Award for Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation.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.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.
- As a result, we commit to offering a minimum of $20 per hour, and may be adjusted upward in higher cost areas of the country.
- 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.
- 19 Days Ago
Associate Financial Advisor
- Edward Jones
-
Conway, SC
FULL_TIME
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
- 12 Days Ago
Corporate Attorney
- Capital Vacations
-
Myrtle, SC
FULL_TIME
- Corporate Counsel Position Description: The Corporate Counsel will provide advice on legal issues relevant to the timeshare industry, risk management and contracts to support the company goals. As cor...
- 21 Days Ago
Corporate Internship
- Capital Vacations
-
Myrtle, SC
FULL_TIME
- **Job Summary:** As a Corporate Intern, you will have the opportunity to gain hands-on experience in various departments within our organization. This internship is designed to provide exposure to dif...
- 6 Days Ago
Insurance Sales Agent
- PRT Financial
-
Myrtle, SC
FULL_TIME
- PR Financial is a financial services brokerage focused mainly on assisting seniors with their final expense life insurance.Responsibilities: Meet with clients face to face to deliver information reque...
- 16 Days Ago
Entry Level Sales Representative
- PRT Financial
-
Conway, SC
FULL_TIME
- Job description Our organization is growing and expanding so fast into new territories we’re looking for Life Insurance Agents and Sales Representatives we can build around. No Sales or Industry Exper...
- 17 Days Ago
Filters
- Current Active Filter
- Florence, SC
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Financial Associate (Corporate) jobs found in Florence, SC area
Associate Financial Advisor
- Websterrogers Llp
-
Florence, SC
- WebsterRogers Financial Advisors, LLC (WRFA) is a team of dedicated and experienced wealth management advisors located i...
- 4/25/2024 12:00:00 AM
Procurement Forester
- WestRock Company
-
Florence, SC
- The Opportunity We have an opportunity for a Procurement Forester to join our Florence Forest Resources team to assist i...
- 4/25/2024 12:00:00 AM
Associate Financial Advisor
- WebsterRogers LLP
-
Florence, SC
- WebsterRogers Financial Advisors, LLC (WRFA) is a team of dedicated and experienced wealth management advisors located i...
- 4/23/2024 12:00:00 AM
Student Services Counselor - Financial Assistance
- State of South Carolina
-
Florence, SC
- Salary: $31,561.00 Annually Location : Florence County, SC Job Type: FTE - Full-Time Job Number: 24-40 Agency: Francis M...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Florence, SC
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Controlling Financial Analyst
- Continental
-
Sumter, SC
- Job Description THE POSITIONPerforming controlling and financial analyst functions as required in a manufacturing enviro...
- 4/22/2024 12:00:00 AM
Procurement Specialist I
- State of South Carolina
-
Florence, SC
- Salary: $31,561.00 - $44,977.00 Annually Location : Florence County, SC Job Type: FTE - Full-Time Job Number: 163063 Age...
- 4/21/2024 12:00:00 AM
Regional Finance Manager
- Clean Harbors
-
Sumter, SC
- Clean Harbors is looking to hire a Regional Finance Manager that will be responsible to review, reconcile, and maintain ...
- 4/18/2024 12:00:00 AM
About Florence, South Carolina
Florence /ˈflɒrəns/ is a city in, and the county seat of, Florence County, South Carolina, United States. It is probably best known for being the intersection of I-95 and I-20, and the eastern terminus of I-20. It is the county seat of Florence County and the primary city within the Florence metropolitan area. The area forms the core of the historical "Pee Dee" region of South Carolina, which includes the eight counties of northeastern South Carolina, along with sections of southeastern North Carolina. As of the 2010 census, the population of Florence was 37,056, and the estimated population i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$83,509 to $99,839
Florence, South Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Financial Associate (Corporate) do?
Financial Associate (Corporate) in Columbus, OH
An individual who takes the job as a financial associate is excellent in accounting and financial information.
January 13, 2020
Financial Associate (Corporate) in Altus, OK
Financial associates are commonly found in investment, treasury, finance and accounting departments and may advise corporate traders and portfolio managers.
December 08, 2019