Associate Financial Advisor: Build Relationships & Plans

Edward Jones; Bluffton (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor in Bluffton, SC to partner with a financial advisor and practice team to deliver personalized financial planning and exceptional client service.

You will source new clients, maintain relationships, and contribute to the practice's growth while pursuing necessary licenses. This salaried role offers long-term career potential within a Fortune 500 firm that prioritizes people and client outcomes.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Experience in sales, business development, or client relationship management.
• Willingness to obtain Series 7, Series 66, and state licenses within 3 months of hire.
• Strong communication skills and ability to simplify complex concepts for clients.

Responsibilities

• Build and deepen client relationships by understanding goals and gathering financial information.
• Assist in comprehensive financial planning and portfolio alignment with client objectives.
• Support advisor with research, proposals, and investment adjustments.
• Collaborate with practice team to deliver ongoing financial planning and reviews.
• Support outreach and community engagement to grow the practice.

Skills

Sales

Relationship mgmt

Interpersonal comms

Self-motivation

Goal orientation

Education

Bachelor's degree

Job description

Edward Jones is seeking an Associate Financial Advisor in Bluffton, SC to partner with a financial advisor and practice team to deliver personalized financial planning and exceptional client service.

You will source new clients, maintain relationships, and contribute to the practice's growth while pursuing necessary licenses. This salaried role offers long-term career potential within a Fortune 500 firm that prioritizes people and client outcomes.