Associate Financial Advisor - Build Client Relationships & Growth

Edward Jones; Fort Collins (CO); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team and deliver personalized financial planning. You will work with one or more financial advisors to source clients, manage relationships, and contribute to business outcomes while pursuing licenses with company sponsorship.

The role emphasizes client-centric service, ongoing planning, and community engagement. This is a salaried, full-time opportunity with comprehensive benefits and growth potential in a

Qualifications

• Bachelor’s degree or equivalent experience in financial services
• Experience in sales or client relationship management
• Self-motivated and goal oriented
• Strong verbal and written communication skills
• Willingness to obtain Series 7, Series 66, and state licenses within three months of hire
• Comfort learning and applying financial planning software and digital tools

Responsibilities

• Support discovery conversations and gather financial information
• Prepare analyses and model scenarios for financial plans
• Research investments and prepare proposals for client goals
• Collaborate with advisors to monitor progress and adjust plans
• Support outreach and referrals to grow a client base

Skills

Sales experience

Interpersonal skills

Communication skills

Relationship building

Self-motivation

Client service

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team and deliver personalized financial planning. You will work with one or more financial advisors to source clients, manage relationships, and contribute to business outcomes while pursuing licenses with company sponsorship.

The role emphasizes client-centric service, ongoing planning, and community engagement. This is a salaried, full-time opportunity with comprehensive benefits and growth potential in a