Associate Financial Advisor — Client Growth & Planning

Edward Jones; Cranberry Township (Butler County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401(k) retirement plan

Paid holidays and vacation

Volunteer day

Job summary

Edward Jones seeks an Associate Financial Advisor to partner with financial advisors and client support teammates in delivering personalized financial strategies and exceptional client service. You will source new clients and maintain relationships to contribute to the practice’s growth.

You’ll work with a practice team to provide ongoing financial planning, monitor progress, and adjust strategies as client needs evolve, with licensing sponsorship and long‑term growth potential.

Qualifications

• Degree or equivalent experience in financial services, sales, or related field.
• Proven ability to build client relationships and achieve results.
• Self-motivated with a strong performance drive.
• Excellent communication, able to simplify complex concepts.
• Willingness to obtain Series 7, Series 66, and state licenses within 3 months.
• Experience using financial planning software and digital engagement tools.

Responsibilities

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

Skills

Relationship-building

Sales experience

Self-motivation

Effective communication

Learning mindset

Financial services aptitude

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones seeks an Associate Financial Advisor to partner with financial advisors and client support teammates in delivering personalized financial strategies and exceptional client service. You will source new clients and maintain relationships to contribute to the practice’s growth.

You’ll work with a practice team to provide ongoing financial planning, monitor progress, and adjust strategies as client needs evolve, with licensing sponsorship and long‑term growth potential.