Associate Financial Advisor: Build Client Plans

Edward Jones; Lenoir (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Disability insurance

Life insurance

401k plan

Paid holidays

Vacation days

Volunteer days

Job summary

Edward Jones is seeking an Associate Financial Advisor to collaborate with a practice team and deliver personalized financial strategies. You will support discovery conversations, gather client information, and contribute to planning that aligns with client goals.

The role emphasizes sales, relationship management, and proactive involvement in client growth. Licensing sponsorship is provided, with required exams pursued after hire.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Experience in sales, business development, client relationship management, or roles requiring strong interpersonal communication.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Assist in comprehensive financial planning through analysis and scenario modeling.
• Help align investments with client goals and life events.
• Collaborate with the financial advisor and practice team to deliver ongoing financial planning.
• Support outreach and referrals to grow the client base.

Skills

Relationship building

Sales experience

Communication skills

Self-motivated

Licensing readiness

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to collaborate with a practice team and deliver personalized financial strategies. You will support discovery conversations, gather client information, and contribute to planning that aligns with client goals.

The role emphasizes sales, relationship management, and proactive involvement in client growth. Licensing sponsorship is provided, with required exams pursued after hire.