Associate Financial Advisor: Client‑Focused Growth & Planning

Edward Jones

Angel Run (FL)

On-site

USD 60,000 - 90,000

Full time

7 days ago

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Benefits offered by this job

Health benefits

401k retirement plan

Competitive compensation

Job summary

Edward Jones is seeking an Associate Financial Advisor in the United States to partner with financial advisors and the client-support team. You will deliver personalized financial strategies and exceptional client service, sourcing new clients and maintaining strong relationships to drive practice growth.

You will collaborate on financial plans, monitor progress, and adjust strategies as client needs evolve.

Qualifications

A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a related field.
Demonstrated experience in sales, business development, client relationship management, or roles requiring strong interpersonal skills.
Self-motivation and a drive to achieve goals in a performance‑oriented environment.
Clear, confident communication and the ability to simplify complex concepts for meaningful client conversations.
Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire, with sponsorship provided by Edward Jones.

Responsibilities

Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
Support comprehensive financial planning and model scenarios aligned with client goals and priorities.
Guide portfolio strategy and implementation, researching performance and costs and preparing proposals.
Partner with the advisor and team to deliver ongoing financial planning and reviews.
Contribute to growth through outreach, referrals, and community engagement.