Associate Financial Advisor - Client Growth & Planning

Edward Jones; Le Roy (IL); On-site; USD 55,000 - 90,000; Full time

Job summary

Edward Jones in Illinois is seeking an associate financial advisor to join our practice and help deliver personalized financial strategies. You will work with one or more financial advisors and client support teammates to serve clients.

In partnership with the advisor, you’ll source new clients, build relationships, and contribute to the practice’s business outcomes. This role emphasizes collaboration, client service, and long-term growth.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support financial planning by preparing analysis, modeling scenarios, and aligning investments with client goals.
• Guide portfolio strategy by researching performance and costs; preparing proposals; and supporting adjustments per guidance.
• Partner with the advisor to deliver ongoing financial planning, monitoring progress and reviews.

Job description

Edward Jones in Illinois is seeking an associate financial advisor to join our practice and help deliver personalized financial strategies. You will work with one or more financial advisors and client support teammates to serve clients.

In partnership with the advisor, you’ll source new clients, build relationships, and contribute to the practice’s business outcomes. This role emphasizes collaboration, client service, and long-term growth.