Associate Financial Advisor

American Accounting Association; Bloomington (IL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Licensing support

Collaborative culture

Job summary

Edward Jones seeks an Associate Financial Advisor in Bloomington, IL to support client relationships and deliver personalized investment, retirement, and wealth management strategies. You will assist with financial plan preparation, conduct portfolio reviews, and provide research-based recommendations under the guidance of a lead Financial Advisor.

You will help manage client meetings, handle account service requests, and use CRM tools to track activity.

Qualifications

• Strong financial analysis and investment products knowledge required.
• Experience in retirement planning and wealth management is preferred.
• Familiarity with CRM software and regulatory compliance practices is expected.
• Ability to review portfolios and generate reports for clients.

Responsibilities

• Support lead advisors in developing and maintaining client financial plans.
• Assist with investment research, portfolio construction, and ongoing reviews.
• Prepare for and participate in client meetings, documenting follow-ups and action items.
• Handle day-to-day client service requests, account changes, and inquiries.
• Use CRM and planning tools to track client interactions and pipeline activity.
• Ensure adherence to firm policies, regulatory requirements, and compliance standards.
• Collaborate with branch team to execute marketing, prospecting, and client outreach activities.
• Analyze client goals, risk tolerance, and cash flows to support recommendations.

Skills

Financial analysis

Investment products knowledge

Retirement planning

Wealth management

CRM software

Regulatory and compliance knowledge

Portfolio review and reporting

Prospecting and lead generation

Data and cash-flow analysis

Presentation and client communication

Job description

Job Details

Employer: Edward Jones
Location: Bloomington, Illinois
Salary: Competitive
Closing date: Sep 28, 2026
Focus Area: Budgeting & Resource Allocation, Regulatory Compliance & Policy
Role Type: Advisor
Role Level: Staff
Work Mode: Hybrid
Employment Type: Full Time
Organization Type: Other

Edward Jones seeks an Associate Financial Advisor to support client relationships and help deliver personalized investment, retirement, and wealth management strategies. In this role, you will assist with financial plan preparation, conduct portfolio reviews, and provide research-based recommendations under the guidance of a lead Financial Advisor. You will help manage client meetings, handle account service requests, and use CRM tools to track activity. Edward Jones offers comprehensive training, support for licensing, and a collaborative culture focused on integrity, inclusion, and long-term client success.

Responsibilities

• Support lead advisors in developing and maintaining client financial plans
• Assist with investment research, portfolio construction, and ongoing reviews
• Prepare for and participate in client meetings, documenting follow-ups and action items
• Handle day-to-day client service requests, account changes, and inquiries
• Use CRM and planning tools to track client interactions and pipeline activity
• Ensure adherence to firm policies, regulatory requirements, and compliance standards
• Collaborate with branch team to execute marketing, prospecting, and client outreach activities
• Analyze client goals, risk tolerance, and cash flows to support recommendations

Required Skills

• Financial analysis
• Investment products knowledge
• Retirement planning
• Wealth management
• CRM software
• Regulatory and compliance knowledge
• Portfolio review and reporting
• Prospecting and lead generation
• Data and cash-flow analysis
• Presentation and client communication