Associate Financial Advisor: Build Client Wealth

Edward Jones; Normal (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones, a Fortune 500 financial services firm, is seeking an associate financial advisor to help deliver personalized financial strategies and exceptional client service as part of a practice team. You’ll work with one or more financial advisors and client support teammates to source new clients, build relationships, and contribute to the practice's overall business outcomes.

Together, we aim to improve clients' financial fulfillment with ongoing planning, reviews, and thoughtful

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information
• Support comprehensive financial planning by preparing analysis and modeling scenarios
• Guide portfolio strategy and implementation by researching performance, allocation, and costs
• Partner with the financial advisor and practice team to deliver ongoing financial planning and reviews

Job description

Edward Jones, a Fortune 500 financial services firm, is seeking an associate financial advisor to help deliver personalized financial strategies and exceptional client service as part of a practice team. You’ll work with one or more financial advisors and client support teammates to source new clients, build relationships, and contribute to the practice's overall business outcomes.

Together, we aim to improve clients' financial fulfillment with ongoing planning, reviews, and thoughtful