Associate Financial Advisor: Grow Client Relationships

Edward Jones; Madison (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision insurance

401k retirement plan

Health Savings Account

Flexible Spending Account

Ten paid holidays

15 vacation days

Volunteer day

Bonus and profit sharing

Job summary

Edward Jones seeks an Associate Financial Advisor to join a collaborative practice team. You will help source new clients, build relationships, and deliver personalized financial strategies alongside a financial advisor.

Candidates should have a bachelor’s degree or equivalent, strong interpersonal skills, and a motivation to achieve goals. Licenses (Series 7, 66, and state insurance) can be sponsored and completed after hire, with firm support for growth.

Qualifications

• Bachelor’s degree or equivalent professional experience in financial services, sales, or a field focused on relationship-building.
• Experience in sales, business development, client relationship management, or similar roles with strong interpersonal skills.
• Self-motivation and a drive to achieve goals in a performance-oriented environment.
• Clear, confident communication to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire (sponsored).
• Familiarity with financial planning software and digital engagement tools.

Responsibilities

• Source new clients and build client relationships within a practice team.
• Deliver personalized financial strategies in collaboration with the financial advisor.
• Support ongoing financial planning, reviews, and adjustments as client needs evolve.
• Assist in outreach, referrals, and community engagement to grow the client base.
• Maintain client relationships to support overall business outcomes.

Skills

Interpersonal skills

Sales experience

Self-motivated

Clear communication

Licensing willingness

Tech proficiency

Education

Bachelor’s degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones seeks an Associate Financial Advisor to join a collaborative practice team. You will help source new clients, build relationships, and deliver personalized financial strategies alongside a financial advisor.

Candidates should have a bachelor’s degree or equivalent, strong interpersonal skills, and a motivation to achieve goals. Licenses (Series 7, 66, and state insurance) can be sponsored and completed after hire, with firm support for growth.