Associate Financial Advisor — Client Growth & Planning

Edward Jones; Baton Rouge (LA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones seeks an Associate Financial Advisor to work with a practice team, delivering personalized financial strategies and exceptional client service. You’ll collaborate with one or more financial advisors and client support teammates to source new clients and build relationships.

The role emphasizes planning, ongoing reviews, and growth through outreach, with licensing sponsorship for Series 7/66 and state licenses.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Experience in sales, client relationship management, or related roles.
• Self-motivation with a goal-driven mindset.
• Clear, confident communication and ability to simplify complex concepts.
• Willingness to obtain Series 7, Series 66, and state licenses within three months.
• Comfort learning financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities.
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities.
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance.
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve.
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience.

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Communication

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones seeks an Associate Financial Advisor to work with a practice team, delivering personalized financial strategies and exceptional client service. You’ll collaborate with one or more financial advisors and client support teammates to source new clients and build relationships.

The role emphasizes planning, ongoing reviews, and growth through outreach, with licensing sponsorship for Series 7/66 and state licenses.