Associate Financial Advisor: Client Growth & Licensing

Edward Jones; Hudson (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Hudson, NC seeks an Associate Financial Advisor to grow client relationships and deliver personalized financial strategies. You will work with one or more financial advisors to source new clients and maintain relationships, contributing to the practice’s business outcomes.

You will collaborate with the practice team to prepare analyses, advocate for suitable investments, and support ongoing planning.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Proven experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication.
• Self-motivation and drive to achieve goals in a performance-oriented environment.
• Clear, confident communication—ability to simplify complex concepts for client conversations.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering information.
• Support comprehensive financial planning by preparing analysis and modeling scenarios.
• Guide portfolio strategy by researching performance, allocations, and costs and proposing adjustments.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Contribute to client growth through outreach, referrals, and community engagement.

Skills

Relationship building

Communication

Sales/BD

Goal oriented

Self-motivated

Licensing readiness

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Hudson, NC seeks an Associate Financial Advisor to grow client relationships and deliver personalized financial strategies. You will work with one or more financial advisors to source new clients and maintain relationships, contributing to the practice’s business outcomes.

You will collaborate with the practice team to prepare analyses, advocate for suitable investments, and support ongoing planning.