Associate Financial Advisor: Build Relationships & Plans

Edward Jones; Fort Collins (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401k with match

Paid holidays

Job summary

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

You will source new clients, build lasting relationships, and contribute to the practice’s growth while pursuing licensing (Series 7/66) and state licenses with Edward Jones’s sponsorship.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Strong interpersonal communication and relationship-building abilities.
• Self-motivated with a track record of achieving goals; accountable in a performance-driven environment.
• Clear, confident communication—able to explain complex concepts simply.
• Willingness to obtain Series 7/66 and state licenses within three months; licensing sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships through discovery conversations and financial planning.
• Assist in comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy and implement proposals in line with client goals and firm guidance.
• Partner with advisors to deliver ongoing financial planning and progress reviews.
• Support business growth through outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Accountability

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

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

You will source new clients, build lasting relationships, and contribute to the practice’s growth while pursuing licensing (Series 7/66) and state licenses with Edward Jones’s sponsorship.