Associate Financial Advisor – Client Growth & Planning

Edward Jones; Town of Arlington (WI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Voluntary benefits

401k retirement plan

Paid holidays

Vacation time

Bonuses and profit sharing

Job summary

Edward Jones is hiring an Associate Financial Advisor in the United States. You will collaborate with financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You’ll help source new clients, build relationships, and contribute to overall business outcomes. The role emphasizes a client-first, relationship-based approach with ongoing financial planning, progress reviews, and strategic adjustments.

Qualifications

• Bachelor’s degree or equivalent professional experience in financial services, sales, or related field.
• Demonstrated experience in sales, business development, or client relationship management.
• Self-motivated with a drive to achieve goals in a performance-oriented environment.
• Clear, confident communication skills to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored by Edward Jones.
• Comfort learning financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans.
• Support comprehensive financial planning with analysis, modeling scenarios, and investment alignment.
• Guide portfolio strategy by researching performance, costs, and proposals; adjust as needed.
• Partner with advisors and team to deliver ongoing financial planning and reviews.
• Contribute to client and practice growth through outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivated

Communication skills

Learning new tools

Education

Bachelor’s degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is hiring an Associate Financial Advisor in the United States. You will collaborate with financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You’ll help source new clients, build relationships, and contribute to overall business outcomes. The role emphasizes a client-first, relationship-based approach with ongoing financial planning, progress reviews, and strategic adjustments.