Associate Financial Advisor – Client Growth & Planning

Edward Jones; Stanford Township (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Edward Jones is seeking an Associate Financial Advisor to work with the practice team in delivering personalized financial strategies and exceptional client service. You will help source new clients, build relationships, and contribute to the practice’s growth within a full-time, on-site role.

You’ll collaborate with financial advisors to prepare plans, monitor progress, and adjust strategies as client needs evolve.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Experience in sales, business development, client relationships, or roles requiring interpersonal skills.
• Self-motivation with accountability and goal orientation.
• Clear, confident communication to simplify complex concepts.

Responsibilities

• Build and deepen client relationships through discovery conversations and financial planning.
• Prepare analyses, models, and align investments with client goals and life events.
• Research performance, allocation, and costs; prepare proposals and adjust strategies.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base and practice.

Skills

Relationship building

Sales experience

Interpersonal skills

Communication skills

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to work with the practice team in delivering personalized financial strategies and exceptional client service. You will help source new clients, build relationships, and contribute to the practice’s growth within a full-time, on-site role.

You’ll collaborate with financial advisors to prepare plans, monitor progress, and adjust strategies as client needs evolve.