Associate Financial Advisor – Client Planning & Growth

Edward Jones; Cambria (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor who will partner with one or more financial advisors to deliver personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and support the practice’s growth while working with a team that values inclusion, development, and community impact.

You will be sponsored to obtain Series 7, Series 66, and state licenses within three months, enabling you to contribute to

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Proven sales, business development, or client relationship experience.
• Strong communication, accountability, and goal orientation.
• Willingness to obtain Series 7, 66, and state licenses within three months; licensing sponsored.
• Familiarity with financial planning software and client engagement tools.

Responsibilities

• Sustain client relationships by supporting discovery conversations and gathering financial information.
• Contribute to comprehensive financial planning and investment proposals with the team.
• Research performance and costs to guide portfolio adjustments.
• Help deliver ongoing planning, reviews, and strategy updates for clients.
• Support outreach, referrals, and community engagement to grow the practice.

Skills

Bachelor's degree, equivalent

Interpersonal communication

Sales experience

Self-motivation

Clear communication

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor who will partner with one or more financial advisors to deliver personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and support the practice’s growth while working with a team that values inclusion, development, and community impact.

You will be sponsored to obtain Series 7, Series 66, and state licenses within three months, enabling you to contribute to