Associate Financial Advisor: Client Growth & Planning

Edward Jones; Secor (IL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to partner with a financial advisor and a client-support team to deliver personalized financial strategies and exceptional client service.

You will source new clients, build relationships, and contribute to practice growth while pursuing required licenses; Edward Jones offers a comprehensive benefits package and long-term growth opportunities.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services.
• Experience in sales, business development, or client relationship roles.
• Ability to learn and apply financial planning software and digital tools.
• Willingness to obtain Series 7, Series 66, and state licenses within 3 months.
• Strong communication and relationship-building skills.

Responsibilities

• Support discovery conversations and gather financial information for plans.
• Prepare analyses and models to align investments with client goals.
• Research performance and costs to guide portfolio adjustments.
• Collaborate with advisors to deliver ongoing financial planning.
• Assist outreach and referrals to grow the client base.

Skills

Interpersonal communication

Self-motivation

Goal-oriented

Clear communication

Education

Bachelor's degree or higher

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to partner with a financial advisor and a client-support team to deliver personalized financial strategies and exceptional client service.

You will source new clients, build relationships, and contribute to practice growth while pursuing required licenses; Edward Jones offers a comprehensive benefits package and long-term growth opportunities.