Associate Financial Advisor - Client Growth & Planning

Edward Jones; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental, vision

Disability insurance

Vacation time (15 days)

Bonuses and profit sharing

Job summary

Edward Jones in Charlotte, NC is seeking an Associate Financial Advisor to join a client-centered practice. You will partner with one or more financial advisors and support teammates to deliver personalized financial strategies and exceptional client service.

The role emphasizes building relationships, sourcing new clients, and contributing to the practice’s growth while pursuing required licenses with full sponsorship from Edward Jones.

Qualifications

• Experience in sales, business development, client relationship management, or roles requiring strong interpersonal skills.
• Ability to build relationships and achieve results in financial services or related field.
• Self-motivation and accountability in a performance-driven environment.
• Clear, confident communication; simplify complex concepts for clients.
• Willingness to pursue Series 7, Series 66, and state insurance licenses within three months (sponsored).
• Comfort learning financial planning software and digital engagement tools.

Responsibilities

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

Skills

Sales experience

Interpersonal skills

Self-motivation

Communication skills

Licensing mindset

Financial software familiarity

Education

Bachelor's degree, or equivalent professional experience

Job description

Edward Jones in Charlotte, NC is seeking an Associate Financial Advisor to join a client-centered practice. You will partner with one or more financial advisors and support teammates to deliver personalized financial strategies and exceptional client service.

The role emphasizes building relationships, sourcing new clients, and contributing to the practice’s growth while pursuing required licenses with full sponsorship from Edward Jones.