Associate Financial Advisor

Edward Jones; Bloomington (IL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Licensing support

Training program

Mentoring

Career advancement

Job summary

Edward Jones in Bloomington, IL seeks an Associate Financial Advisor to support client-focused investment and retirement planning. You’ll assist with financial plans, conduct research, prepare proposals, and help manage client relationships in a collaborative, integrity-driven environment.

You’ll receive robust training, licensing support, mentoring, and clear pathways for advancement toward a lead advisor role, with a focus on long-term client success.

Responsibilities

• Assist with financial plans and retirement planning.
• Conduct research and prepare proposals.
• Help manage client relationships and gather client data.
• Partner with a lead advisor to document goals and implement investment and insurance strategies.
• Maintain compliance standards and support licensing and mentoring.

Job description

Edward Jones seeks an Associate Financial Advisor to support client-focused investment and retirement planning. In this role, you’ll assist with financial plans, conduct research, prepare proposals, and help manage client relationships. Partner with a lead advisor to gather client data, document goals, and implement investment and insurance strategies while maintaining strict compliance standards. You’ll receive robust training, licensing support, and mentoring, with clear pathways for advancement toward a lead advisor role in a collaborative, integrity-driven environment focused on long-term client success.