Associate Financial Advisor - Client Growth & Planning

Edward Jones; Secor (IL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to join a practice team and deliver personalized financial strategies with exceptional client service. You will work with one or more financial advisors and client support teammates to build relationships and source new clients.

As a salaried professional, you’ll receive comprehensive benefits, licensing sponsorship for Series 7/66 and state licenses, and a clear path for long-term growth within Edward Jones.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Demonstrated experience in sales, client relations, or business development.
• Self-motivation with a drive to achieve goals and operate in a performance-focused environment.
• Clear communication to guide meaningful client conversations.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing sponsorship provided.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key information to advance personalized financial plans.
• Support financial planning by preparing analyses, modeling scenarios, and aligning investments with client goals.
• Guide portfolio strategy by researching performance and costs, preparing proposals, and assisting with investment adjustments.
• Partner with the advisor and team to deliver ongoing planning, monitor progress, and adjust strategies as client needs evolve.
• Support outreach and referrals to grow the practice’s client base and promote a relationship-based experience.

Skills

Sales

Relationship management

Communication

Self-motivation

Education

Bachelor's degree or equivalent

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to join a practice team and deliver personalized financial strategies with exceptional client service. You will work with one or more financial advisors and client support teammates to build relationships and source new clients.

As a salaried professional, you’ll receive comprehensive benefits, licensing sponsorship for Series 7/66 and state licenses, and a clear path for long-term growth within Edward Jones.