Associate Financial Advisor: Build Client Relationships

Edward Jones

Great Falls (MT)

On-site

USD 60,000 - 90,000

Full time

5 days ago

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Benefits offered by this job

Health benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to partner with a financial advisor and growth-focused team. You’ll deliver personalized financial strategies and exceptional client service while building client relationships and sourcing new opportunities.

We provide sponsorship for licenses (Series 7, 66, and state insurance) and a comprehensive benefits package, including health, retirement, and professional development support, along with a supportive, inclusive

Qualifications

Bachelor's degree or equivalent professional experience in financial services or related field.
Strong interpersonal communication and ability to build relationships.
Self-motivation and goal-driven performance in a professional environment.
Willingness to obtain Series 7, Series 66, and state licenses within three months (sponsored).
Comfort learning and applying financial planning software and digital tools.

Responsibilities

Build and deepen client relationships by supporting discovery conversations and gathering financial information.
Prepare analyses, model scenarios, and align investments with client goals and life events.
Research performance, costs, and allocations; prepare proposals and assist with investment adjustments.
Collaborate with the advisor and team to deliver ongoing financial planning and reviews.
Support outreach, referrals, and community engagement to grow the client base.