Associate Financial Advisor: Grow Client Relationships

Edward Jones; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Disability Insurance

Life Insurance

401k & HSA/FSA

Paid Holidays & Vacation

Employee Assistance

Job summary

Edward Jones in Charlotte, NC is seeking an Associate Financial Advisor to partner with one or more financial advisors. You will deliver personalized financial strategies and exceptional client service, while sourcing new clients and maintaining relationships.

This role emphasizes building trust, providing clear guidance, and driving practice growth through outreach and referrals. Licensing sponsorship is provided, with commitment to obtaining Series 7, 66, and state licenses within a few months.

Qualifications

• Bachelor’s degree or equivalent professional experience in a related field.
• Proven track record in sales, business development, or client relationships.
• Self-motivated with a goal-driven mindset and accountability.
• Clear, confident communication to guide client conversations.
• Willingness to obtain Series 7, Series 66, and state licenses within 3 months; licensing sponsored by Edward Jones.
• Comfort using financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans.
• Assist with comprehensive financial planning, modeling scenarios, and aligning investments to client goals.
• Guide portfolio strategy and implementation, researching performance and costs, and preparing proposals.
• Partner with advisors and staff to provide ongoing financial planning and reviews.
• Support growth through outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivated

Licensing readiness

Finance enthusiasm

Education

Bachelor’s degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Charlotte, NC is seeking an Associate Financial Advisor to partner with one or more financial advisors. You will deliver personalized financial strategies and exceptional client service, while sourcing new clients and maintaining relationships.

This role emphasizes building trust, providing clear guidance, and driving practice growth through outreach and referrals. Licensing sponsorship is provided, with commitment to obtaining Series 7, 66, and state licenses within a few months.