Associate Financial Advisor: Build Client Relationships

Edward Jones; Santa Barbara (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision plans

401k retirement plan

Paid holidays

Job summary

Edward Jones seeks an Associate Financial Advisor to join our Santa Barbara team, delivering personalized financial strategies with a relationship-focused approach. You will collaborate with one or more financial advisors and client support teammates to source new clients and grow the practice.

You will help prepare analyses, align investments with client goals, and support ongoing planning. This role offers long-term growth and a path to professional licensing and advancement.

Qualifications

• Bachelor's degree or equivalent experience in financial services or related field.
• Proven sales, business development, or client relationship experience.
• Strong self-motivation and goal orientation.
• Excellent communication, ability to simplify complex concepts.
• Willingness to obtain Series 7, Series 66, and state licenses within three months of hire.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and helping advance personalized financial plans.
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals.
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals.
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress and reviews.
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Licensing willingness

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones seeks an Associate Financial Advisor to join our Santa Barbara team, delivering personalized financial strategies with a relationship-focused approach. You will collaborate with one or more financial advisors and client support teammates to source new clients and grow the practice.

You will help prepare analyses, align investments with client goals, and support ongoing planning. This role offers long-term growth and a path to professional licensing and advancement.