Aspiring Financial Advisor — Client-First Growth Role

Edward Jones; Corinth (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k retirement plan

Medical & prescription drug coverage

Dental & vision coverage

Paid holidays & vacation

Job summary

Edward Jones is hiring an Associate Financial Advisor to collaborate with one or more advisors and client-support teammates. You will deliver personalized financial strategies and exceptional service, sourcing new clients and nurturing relationships to contribute to the practice's outcomes.

A bachelor's degree or equivalent experience in financial services or related field is required, with licensing sponsorship for Series 7, 66, and state insurance.

Qualifications

• A bachelor's degree or equivalent professional experience in financial services, sales, or a field that builds relationships and results.
• Demonstrated sales, business development, or strong client relationship management experience.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire; licensing is sponsored by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support comprehensive financial planning by analyzing scenarios and aligning investments with client goals.
• Guide portfolio strategy by researching performance, costs, and proposing suitable adjustments.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Contribute to growth by supporting outreach and referrals to build a relationship-based practice.

Skills

Relationship-building

Sales experience

Communication skills

Self-motivation

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is hiring an Associate Financial Advisor to collaborate with one or more advisors and client-support teammates. You will deliver personalized financial strategies and exceptional service, sourcing new clients and nurturing relationships to contribute to the practice's outcomes.

A bachelor's degree or equivalent experience in financial services or related field is required, with licensing sponsorship for Series 7, 66, and state insurance.