Associate Financial Advisor: Client Growth & Planning

Benjamin F. Edwards; Peoria (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Paid time off

Job summary

Benjamin F. Edwards is seeking an Associate Financial Advisor to support client service and financial planning efforts within the advisory team.

You will gather information, analyze data, and help develop plans using MoneyGuidePro, while ensuring timely delivery and a positive client experience. In this role you will assist in meetings, coordinate with the lead advisor, monitor portfolios, and help execute trades after licensing.

Qualifications

• Bachelor’s degree or higher in finance, economics, or related field.
• 3–5 years of experience in financial services with client-facing advisory exposure preferred.
• Licensing in securities (SIE/Series 7, and 63/65 or 66) required or progressing toward CFP.

Responsibilities

• Works with existing clients to gather financial information, analyze data, and develop financial plans using MoneyGuidePro.
• Provides extensive support to lead advisor in client meetings – preparation of reports, agendas, note-taking, and documenting next steps.
• Leverages internal tech tools like Orion, Salesforce, and NetX360 for client service.
• Assists with execution of orders in Brokerage/Advisory accounts once licensed.
• Monitors and reviews client portfolios; conducts research to identify opportunities and suggests adjustments.
• Supports marketing campaigns to promote company services and assists in events, webinars, and seminars.
• Encourages building client relationships when appropriate and understands firm policies and capabilities.
• Manages events and webinars in collaboration with the Financial Advisor.

Skills

Analytical skills

Client service

Interpersonal skills

Office 365

Pershing/NetX360

Salesforce

Orion

MoneyGuidePro

Discretion

Time management

Education

Bachelor’s degree in finance/economics or related field

Tools

Orion Wealth Management Platform

Salesforce CRM

Pershing NetX360

MoneyGuidePro

Office 365

Job description

Benjamin F. Edwards is seeking an Associate Financial Advisor to support client service and financial planning efforts within the advisory team.

You will gather information, analyze data, and help develop plans using MoneyGuidePro, while ensuring timely delivery and a positive client experience. In this role you will assist in meetings, coordinate with the lead advisor, monitor portfolios, and help execute trades after licensing.