Associate Financial Advisor - Client‑Focused Growth Path

Edward Jones; Knoxville (IA); Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Descripción de la vacante

Edward Jones is seeking an Associate Financial Advisor to join a client‑facing team. You will collaborate with one or more financial advisors to deliver personalized financial strategies and exceptional service, while sourcing new clients and maintaining relationships.

You’ll work in a salaried role with comprehensive benefits and licensing support. The position targets growth through community engagement and a relationship‑based planning approach.

Formación

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Strong interpersonal communication skills and ability to build client relationships.
• Self-motivation with a drive to achieve goals in a performance-driven environment.
• Clear, confident communication to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; licensing sponsored by Edward Jones.
• Familiarity with financial planning software and digital engagement tools.

Responsabilidades

• Support discovery conversations and gather financial information to develop personalized plans.
• Prepare analysis and modeling to align investments with client goals and life events.
• Research performance and costs to guide portfolio strategy and proposals.
• Collaborate with the advisor and team to deliver ongoing financial planning and reviews.
• Assist with outreach, referrals, and community engagement to grow the client base.

Conocimientos

Interpersonal communication

Sales

Relationship building

Goal orientation

Educación

Bachelor's degree

Herramientas

MoneyGuide

Salesforce

Descripción del empleo

Edward Jones is seeking an Associate Financial Advisor to join a client‑facing team. You will collaborate with one or more financial advisors to deliver personalized financial strategies and exceptional service, while sourcing new clients and maintaining relationships.

You’ll work in a salaried role with comprehensive benefits and licensing support. The position targets growth through community engagement and a relationship‑based planning approach.