Associate Financial Advisor: Client Growth & Planning

Edward Jones; Rocklin (CA); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

15 days of vacation for new associates

Job summary

Edward Jones, a Fortune 500 financial services firm, is seeking an Associate Financial Advisor in California. You will collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You will source new clients, build and maintain client relationships, and contribute to the practice’s growth through outreach, referrals, and a relationship-based planning approach.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Demonstrated sales, business development, client relationship management, or equivalent experience.

Responsibilities

• Build and deepen client relationships and support discovery conversations.
• Prepare analysis and modeling to align investments with client goals.
• Research performance and costs to guide portfolio strategy and proposals.
• Collaborate with advisors to deliver ongoing financial planning and reviews.
• Support outreach, referrals, and community engagement to grow the practice.

Skills

Client relationships

Sales experience

Communication skills

Self-motivation

Licensing willingness

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones, a Fortune 500 financial services firm, is seeking an Associate Financial Advisor in California. You will collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You will source new clients, build and maintain client relationships, and contribute to the practice’s growth through outreach, referrals, and a relationship-based planning approach.