Aspiring Financial Advisor: Client Growth & Planning

Edward Jones; Melbourne (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401k retirement plan

Medical and prescription drug coverage

Paid holidays and vacation

Job summary

Edward Jones in Melbourne, FL is seeking an Associate Financial Advisor to work with the practice team to deliver personalized financial strategies and exceptional client service. You will partner with one or more financial advisors to source new clients, build relationships, and contribute to the practice’s business outcomes.

The role requires a bachelor's degree or equivalent, strong interpersonal skills, and the willingness to pursue licenses (Series 7, Series 66, and state licenses) within

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in sales, business development, or client relationship management.
• Strong interpersonal communication and goal-driven performance mindset.
• Willingness to obtain Series 7, Series 66 and state licenses within three months; licensing fully sponsored.
• Comfort learning financial planning software and digital engagement tools.

Responsibilities

• Sourcing new clients and building relationships to deliver personalized financial plans.
• Collaborating with the practice team to provide exceptional client service.
• Supporting outreach, referrals, and community engagement to grow the client base.
• Partnering with advisors to monitor progress and adjust strategies as client needs evolve.

Skills

Sales

Client relations

Interpersonal skills

Communication

Relationship building

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Financial planning software

Digital engagement tools

Job description

Edward Jones in Melbourne, FL is seeking an Associate Financial Advisor to work with the practice team to deliver personalized financial strategies and exceptional client service. You will partner with one or more financial advisors to source new clients, build relationships, and contribute to the practice’s business outcomes.

The role requires a bachelor's degree or equivalent, strong interpersonal skills, and the willingness to pursue licenses (Series 7, Series 66, and state licenses) within