Associate Financial Advisor: Grow Client Relationships

Edward Jones; Town of Cottage Grove (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Disability insurance

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team, develop client relationships, and deliver personalized financial strategies and exceptional service.

You will work with one or more financial advisors to source new clients, maintain relationships, and contribute to the practice’s growth, backed by firm-wide support and long-term development potential.

Qualifications

• Bachelor's degree, equivalent professional experience, or a background in financial services.
• Experience in sales, business development, client relationship management, or roles requiring strong interpersonal skills.
• Self-motivation and drive to achieve goals in a performance‑oriented environment.
• Clear, confident communication—able to simplify complex concepts for meaningful client conversations.
• 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

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Assist with comprehensive financial planning by analyzing scenarios and aligning investments with client goals.
• Guide portfolio strategy by researching performance, allocation, and costs, and preparing proposals.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and community engagement to introduce clients to a relationship-based planning approach.

Skills

Sales

Relationship management

Interpersonal communication

Self-motivation

Goal orientation

Clear communication

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team, develop client relationships, and deliver personalized financial strategies and exceptional service.

You will work with one or more financial advisors to source new clients, maintain relationships, and contribute to the practice’s growth, backed by firm-wide support and long-term development potential.