Associate Financial Advisor - Client Planning & Growth

Edward Jones; Cannon Falls (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor to join its Minnesota practice. You will work with a team of financial advisors to deliver personalized financial strategies and exceptional client service, sourcing new clients and nurturing relationships to drive practice growth.

Ideal candidates have a bachelor’s degree or equivalent, strong sales and communication skills, and a willingness to obtain required licenses.

Qualifications

• Bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
• Self-motivation and a strong drive to achieve goals — you hold yourself accountable and thrive in a performance-oriented environment
• Clear, confident communication skills — able to simplify complex concepts and guide meaningful client conversations
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire; licensing is sponsored by Edward Jones
• Comfort learning and applying financial planning software and digital engagement tools

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience

Skills

Sales experience

Interpersonal communication

Self-motivation

Clear communication

Licensing readiness

Digital engagement tools

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to join its Minnesota practice. You will work with a team of financial advisors to deliver personalized financial strategies and exceptional client service, sourcing new clients and nurturing relationships to drive practice growth.

Ideal candidates have a bachelor’s degree or equivalent, strong sales and communication skills, and a willingness to obtain required licenses.