Associate Financial Advisor — Build Client Relationships

Edward Jones; Eureka (IL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Eureka, IL is seeking an Associate Financial Advisor to collaborate with financial advisors and client support teams. You will help deliver personalized financial strategies and exceptional client service, while growing client relationships and contributing to practice outcomes.

You will pursue licenses (Series 7, 66, and state) within three months with full sponsorship. This salaried role offers comprehensive benefits and long-term growth potential.

Qualifications

• Bachelor's degree or equivalent professional experience in relevant field.
• Experience in sales, business development, client relationships, or similar roles.
• Self-motivation with a track record of achieving goals.
• Strong, clear communication with clients and colleagues.
• Ability to obtain Series 7, Series 66, and state licenses within three months.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Assist in developing personalized financial plans aligned with client goals.
• Research portfolio options and help implement strategy under supervision.
• Collaborate with the practice team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base.

Skills

Interpersonal communication

Sales ability

Relationship building

Self-motivation

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Eureka, IL is seeking an Associate Financial Advisor to collaborate with financial advisors and client support teams. You will help deliver personalized financial strategies and exceptional client service, while growing client relationships and contributing to practice outcomes.

You will pursue licenses (Series 7, 66, and state) within three months with full sponsorship. This salaried role offers comprehensive benefits and long-term growth potential.