Associate Financial Advisor – Client-Focused Growth

Edward Jones; Town of Arlington (WI); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision benefits

401k retirement plan

Paid holidays (10) and vacation (15+)

Volunteer time

Job summary

Edward Jones in Wisconsin is seeking an Associate Financial Advisor to join a practice team and deliver personalized financial planning and client service. You will collaborate with one or more financial advisors to source new clients, build relationships, and contribute to the practice's growth.

The role requires a bachelor's degree or equivalent experience, a track record in sales or client management, and strong communication skills.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or relationship-building.
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
• Self-motivation and a strong drive to achieve goals, with accountability in a performance-oriented environment.
• Clear, confident communication skills — able to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire, fully sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by analyzing data, modeling scenarios, and aligning investments to client goals.
• Guide portfolio strategy by researching performance, allocations, and costs, and preparing proposals.
• Partner with the advisor and team to deliver ongoing financial planning and reviews as client needs evolve.
• Contribute to growth by supporting outreach, referrals, and community engagement.

Skills

Sales experience

Client relationships

Interpersonal communication

Communication skills

Education

Bachelor's degree or equivalent

Job description

Edward Jones in Wisconsin is seeking an Associate Financial Advisor to join a practice team and deliver personalized financial planning and client service. You will collaborate with one or more financial advisors to source new clients, build relationships, and contribute to the practice's growth.

The role requires a bachelor's degree or equivalent experience, a track record in sales or client management, and strong communication skills.