Associate Financial Advisor: Grow Client Impact

Edward Jones; Jensen Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental insurance

Vision insurance

401k retirement plan

Paid holidays and vacation (15 days)

Job summary

Edward Jones is hiring an Associate Financial Advisor in Florida to join a collaborative practice that delivers personalized financial strategies and exceptional client service. You will work with one or more advisors and client support teammates to source new clients and strengthen relationships.

The role emphasizes growth, ongoing planning, and delivering tailored financial solutions in a supportive, client-focused environment.

Qualifications

• Bachelor’s degree or equivalent professional experience in financial services, sales, or related field.
• Strong interpersonal communication abilities and a track record in relationship-building.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by preparing analysis and modeling scenarios.
• Guide portfolio strategy and proposal development with research on performance, allocation, and costs.
• Partner with the advisor and team to deliver ongoing financial planning and client reviews.
• Support outreach and referrals to grow the client base and promote a relationship-based planning experience.

Skills

Client relationships

Financial planning

Sales/BD

Interpersonal communication

Education

Bachelor’s degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is hiring an Associate Financial Advisor in Florida to join a collaborative practice that delivers personalized financial strategies and exceptional client service. You will work with one or more advisors and client support teammates to source new clients and strengthen relationships.

The role emphasizes growth, ongoing planning, and delivering tailored financial solutions in a supportive, client-focused environment.