Associate Financial Advisor: Build Client Wealth Strategy

Edward Jones; Nixa (MO); On-site; USD 55,000 - 85,000; Full time

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to join the practice team. You will collaborate with one or more financial advisors to deliver personalized financial strategies and exceptional client service.

You will source new clients, build lasting relationships, and contribute to the practice's business outcomes while pursuing necessary licenses and professional growth. This role emphasizes relationship selling, financial planning, and community engagement, with

Qualifications

• Bachelor's degree or equivalent professional experience in a related field.
• Experience in sales, business development, or client relationship management.
• Self-motivated with a drive to achieve goals and accountability.
• Clear, confident communication; able to simplify complex concepts.
• Willingness to obtain Series 7, Series 66 and state licenses within 3 months.
• Comfort using financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships via discovery conversations and plans.
• Support financial planning with analysis and scenario modeling.
• Guide portfolio strategy and proposed investments per client goals.
• Collaborate with the practice team to monitor progress and reviews.
• Assist in outreach and referrals to grow the client base.

Skills

Relationship building

Sales experience

Self-motivated

Clear communication

Licensing willingness

Financial planning software

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to join the practice team. You will collaborate with one or more financial advisors to deliver personalized financial strategies and exceptional client service.

You will source new clients, build lasting relationships, and contribute to the practice's business outcomes while pursuing necessary licenses and professional growth. This role emphasizes relationship selling, financial planning, and community engagement, with