Associate Financial Advisor - Client Impact & Growth

Benjamin F. Edwards; Peoria (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k)

Life insurance

Disability insurance

Paid time off

Job summary

Benjamin F. Edwards is seeking an Associate Financial Advisor to support the advisory team in client service and financial planning. You will gather client data, assist with meetings, and help manage and grow existing relationships while maintaining a high-quality client experience.

This role emphasizes licensing progression and collaboration with lead advisors, with opportunities to develop technical skills using MoneyGuidePro, Orion, Salesforce, and NetX360 in a supportive office environment.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 3–5 years in financial services with client-facing advisory experience.

Responsibilities

• Gather client financial information and develop plans using MoneyGuidePro.
• Support lead advisor in client meetings: prep reports, take notes, outline next steps.
• Utilize Orion, Salesforce, and NetX360 to manage client data and activities.
• Assist with document execution in Brokerage and Advisory accounts after licensing.
• Monitor client portfolios and identify opportunities based on market conditions.
• Support development and execution of integrated marketing campaigns for growth.
• Encourage business development activities when aligned with career goals.
• Understand firm policies and capabilities to serve clients fully.
• Plan and organize events, webinars, and seminars with the Financial Advisor.

Skills

Analytical skills

Client service

Communication skills

Discretion with confidential info

Time management

Digital literacy

Education

Bachelor’s degree in finance/economics

3-5 years financial services experience

Tools

MoneyGuidePro

Orion Wealth Management Platform

Salesforce CRM

Pershing NetX360

Office 365

Job description

Benjamin F. Edwards is seeking an Associate Financial Advisor to support the advisory team in client service and financial planning. You will gather client data, assist with meetings, and help manage and grow existing relationships while maintaining a high-quality client experience.

This role emphasizes licensing progression and collaboration with lead advisors, with opportunities to develop technical skills using MoneyGuidePro, Orion, Salesforce, and NetX360 in a supportive office environment.