Associate Financial Advisor: Build Client Plans & Growth

Edward Jones; Eureka (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones is seeking an associate financial advisor in the Eureka, IL area to work within a practice team to deliver personalized financial strategies and exceptional client service.

You will support discovery conversations, gather financial information, and help advance plans aligned with client goals while coordinating with the broader advisor team on ongoing planning and reviews.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve

Job description

Edward Jones is seeking an associate financial advisor in the Eureka, IL area to work within a practice team to deliver personalized financial strategies and exceptional client service.

You will support discovery conversations, gather financial information, and help advance plans aligned with client goals while coordinating with the broader advisor team on ongoing planning and reviews.