Associate Financial Advisor - Build Client Relationships

Edward Jones; Horicon (WI); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental & vision

401k retirement plan

Paid holidays

Vacation and sick time

Job summary

Edward Jones is seeking an Associate Financial Advisor to join the practice team in Wisconsin. You will build strong client relationships, support comprehensive financial planning, and help implement tailored investment strategies.

Applicants should have a bachelor’s degree or equivalent, with sales or client-management experience, and a drive for results. Willingness to obtain Series 7, Series 66, and state insurance licenses within three months, with licenses sponsored by Edward Jones.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Experience in sales, business development, or client relationship management with strong interpersonal skills.
• Self-motivation and goal-driven performance in a professional environment.
• Clear, confident communication; ability to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; licenses sponsored.

Responsibilities

• Build and deepen client relationships by guiding discovery conversations and planning.
• Support comprehensive financial planning with analysis and scenario modeling.
• Guide portfolio strategy and investments in line with client goals and firm guidance.
• Collaborate with the advisor and team to deliver ongoing financial planning and reviews.
• Contribute to growth through outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Interpersonal skills

Self-motivation

Communication

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to join the practice team in Wisconsin. You will build strong client relationships, support comprehensive financial planning, and help implement tailored investment strategies.

Applicants should have a bachelor’s degree or equivalent, with sales or client-management experience, and a drive for results. Willingness to obtain Series 7, Series 66, and state insurance licenses within three months, with licenses sponsored by Edward Jones.