Associate Financial Advisor: Build Relationships Licensing

Edward Jones; Rio (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid holidays

Vacation days

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to deepen client relationships and help deliver personalized financial plans. You will collaborate with one or more financial advisors to source new clients and provide advisory support while building your licensing and professional credentials.

The role emphasizes relationship-building, a client-focused approach, and growth within a supportive, performance-driven environment with comprehensive benefits and long-term

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in sales or client relationship management.
• Strong communication and interpersonal skills.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire.
• Comfort learning financial planning software and digital engagement tools.

Responsibilities

• Source new clients and build relationships with potential investors.
• Deliver personalized financial strategies and exceptional client service.
• Work with the advisor and team to plan and monitor progress.
• Support outreach, referrals, and community engagement to grow the practice.

Skills

Client relationships

Sales & business development

Communication skills

Self-motivation

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to deepen client relationships and help deliver personalized financial plans. You will collaborate with one or more financial advisors to source new clients and provide advisory support while building your licensing and professional credentials.

The role emphasizes relationship-building, a client-focused approach, and growth within a supportive, performance-driven environment with comprehensive benefits and long-term