Associate Financial Advisor - Client-Centric Growth

Edward Jones; Wapella (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks an Associate Financial Advisor to partner with a financial advisor and practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice's outcomes.

The role emphasizes ongoing financial planning, progress reviews, and adapting strategies as client needs evolve, with full sponsorship of required licenses.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field
• Experience in sales, business development or client relationship management
• Self-motivation with a goal-driven, performance-oriented mindset
• Strong verbal and written communication; ability to explain complex concepts clearly
• Willingness to obtain Series 7, Series 66 and state licenses within three months; licenses sponsored by Edward Jones

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information
• Support comprehensive financial planning by analyzing scenarios and aligning investments with client goals
• Guide portfolio strategy by researching performance, allocation, and costs and preparing proposals
• Partner with the advisor and practice team to deliver ongoing financial planning and progress reviews
• Contribute to growth through outreach, referrals, and community engagement to introduce clients to a relationship-based planning experience

Skills

Interpersonal skills

Sales & business development

Relationship management

Self-motivation

Clear communication

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones seeks an Associate Financial Advisor to partner with a financial advisor and practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice's outcomes.

The role emphasizes ongoing financial planning, progress reviews, and adapting strategies as client needs evolve, with full sponsorship of required licenses.