Associate Financial Advisor: Build Client Plans & Growth

Edward Jones; Merna (IL); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental and vision

401k plan

Paid time off

Résumé du poste

Edward Jones is seeking an Associate Financial Advisor to collaborate with a broader practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build lasting relationships, and contribute to the practice’s overall business outcomes.

In partnership with the financial advisor, you’ll guide planning, monitor progress, and adjust strategies as client needs evolve.

Qualifications

• A bachelor's degree, equivalent professional experience, or a background in financial services.
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
• Willingness to obtain Series 7, Series 66, and state licenses within three months of hire; licensing is sponsored by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

Responsabilités

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals.
• 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.
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience.

Connaissances

Strong interpersonal communication

Self-motivation

Clear communication

Formation

Bachelor's degree

Outils

MoneyGuide

Salesforce

Description du poste

Edward Jones is seeking an Associate Financial Advisor to collaborate with a broader practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build lasting relationships, and contribute to the practice’s overall business outcomes.

In partnership with the financial advisor, you’ll guide planning, monitor progress, and adjust strategies as client needs evolve.