Associate Financial Advisor: Build Client Relationships

Edward Jones; Angel Run (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k Retirement Plan

Paid Holidays & Vacation

Job summary

Edward Jones in the United States seeks an Associate Financial Advisor to partner with a practice team and deliver personalized financial strategies and exceptional client service. You will source new clients, build and maintain relationships, and contribute to the practice's outcomes.

You will work with a financial advisor to implement planning, monitor progress, and adjust strategies as client needs evolve. A licensing trajectory is sponsored by the firm.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Proven ability to build relationships and achieve results in sales or client management.
• Self-motivation and a drive to meet goals in a performance-oriented environment.
• Clear communication to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66 and state licenses within 3 months.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized plans.
• Support financial planning by analyzing scenarios and aligning investments with client goals.
• Guide portfolio strategy, research performance, and prepare proposals.
• Partner with the advisor and team to monitor progress and adjust strategies.
• Contribute to growth through outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States seeks an Associate Financial Advisor to partner with a practice team and deliver personalized financial strategies and exceptional client service. You will source new clients, build and maintain relationships, and contribute to the practice's outcomes.

You will work with a financial advisor to implement planning, monitor progress, and adjust strategies as client needs evolve. A licensing trajectory is sponsored by the firm.