Associate Financial Advisor — Client Growth & Impact

Edward Jones; Milwaukie (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision insurance

401k retirement plan

Health savings account and flexible FS

Paid holidays and vacation time

Bonuses and profit sharing potential

Volunteer time off

Job summary

Edward Jones in the United States seeks an Associate Financial Advisor to support relationship-based planning and client acquisition. You will work with one or more financial advisors to deliver personalized financial strategies and superior service.

Join a Fortune 500 firm offering licensing sponsorship, comprehensive benefits, and a clear path for growth within a client‑focused practice.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in sales, business development or client relations.
• Willingness to obtain required licenses within three months.

Responsibilities

• Build and deepen client relationships through discovery conversations and financial planning.
• Prepare analyses and model scenarios to align investments with client goals.
• Research portfolio factors and prepare proposals for client reviews.
• Collaborate with the advisor and team to deliver ongoing planning and progress reviews.
• Support outreach and referrals to grow the client base.

Skills

Relationship building

Interpersonal communication

Sales experience

Self-motivation

Clear communication

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States seeks an Associate Financial Advisor to support relationship-based planning and client acquisition. You will work with one or more financial advisors to deliver personalized financial strategies and superior service.

Join a Fortune 500 firm offering licensing sponsorship, comprehensive benefits, and a clear path for growth within a client‑focused practice.