Associate Financial Advisor: Client Growth & Planning

Edward Jones; Tacoma (WA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k plan

Paid time off

Job summary

Edward Jones in Tacoma, WA is hiring an Associate Financial Advisor to deliver personalized financial strategies and exceptional client service within a collaborative practice team. You will source new clients with the advisor, build relationships, and guide financial planning, investment allocations, and ongoing reviews to help clients achieve goals.

The role requires a bachelor’s degree or equivalent, strong interpersonal skills, drive to meet goals, and willingness to obtain Series 7/66

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Strong interpersonal communication and relationship-building experience.
• Self-motivation and goal-oriented mindset.
• Clear, confident communication that simplifies complex concepts.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans.
• Support comprehensive financial planning with analysis, models, and investment alignment.
• Guide portfolio strategy by researching performance, costs, and proposals.
• Partner with advisors to deliver ongoing planning, reviews, and strategy adjustments.
• Support outreach, referrals, and community engagement to grow the practice.

Skills

Sales skills

Interpersonal communication

Self-motivation

Clear communication

Education

Bachelor's degree or equivalent professional experience

Tools

Financial planning software

Digital engagement tools

Job description

Edward Jones in Tacoma, WA is hiring an Associate Financial Advisor to deliver personalized financial strategies and exceptional client service within a collaborative practice team. You will source new clients with the advisor, build relationships, and guide financial planning, investment allocations, and ongoing reviews to help clients achieve goals.

The role requires a bachelor’s degree or equivalent, strong interpersonal skills, drive to meet goals, and willingness to obtain Series 7/66