Associate Financial Advisor: Grow Client Relationships

Edward Jones; Madison (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid holidays

Vacation

Job summary

Edward Jones in Madison, WI is seeking an Associate Financial Advisor to partner with a financial advisor and the practice team to deliver personalized financial strategies and exceptional client service.

You will help source new clients, build relationships, and contribute to the practice’s growth while pursuing required licenses. Edward Jones sponsors training and licensing to support your development and long-term career potential.

Qualifications

• A 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 — all licensing is fully sponsored and supported 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 and priorities
• 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

Relationship building

Sales experience

Communication skills

Interpersonal skills

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Madison, WI is seeking an Associate Financial Advisor to partner with a financial advisor and the practice team to deliver personalized financial strategies and exceptional client service.

You will help source new clients, build relationships, and contribute to the practice’s growth while pursuing required licenses. Edward Jones sponsors training and licensing to support your development and long-term career potential.