Associate Financial Advisor: Grow Client Relationships

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

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Wisconsin seeks an Associate Financial Advisor to build lasting client relationships and deliver personalized financial strategies with the broader practice team.

You will support planning, analyze scenarios, and align investments to client goals while collaborating with advisors to provide ongoing reviews and growth opportunities. Licensing is sponsored and development is encouraged.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Experience in sales, business development, or client relationship management.
• Strong communication and goal‑driven motivation.
• Willingness to obtain Series 7/66 and state licenses within three months; licenses sponsored.
• Familiarity with financial planning software and digital engagement tools.

Responsibilities

• Develop and deepen client relationships through discovery and personalized financial plans.
• Support financial planning by analyzing scenarios and aligning investments.
• Collaborate with advisors to deliver ongoing planning and reviews.
• Contribute to growth through outreach and community engagement.
• Support compliance and licensing requirements.

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Client service

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Wisconsin seeks an Associate Financial Advisor to build lasting client relationships and deliver personalized financial strategies with the broader practice team.

You will support planning, analyze scenarios, and align investments to client goals while collaborating with advisors to provide ongoing reviews and growth opportunities. Licensing is sponsored and development is encouraged.