Associate Financial Advisor: Grow Client Relationships

Edward Jones; Wisconsin; On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks an Associate Financial Advisor to work with the practice team to deliver personalized financial strategies and exceptional client service. You’ll help source new clients, build relationships, and contribute to the practice’s growth.

You’ll collaborate with one or more financial advisors, prepare analyses, support planning and portfolio recommendations, and participate in community outreach to grow the client base.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Experience in sales, business development, client relationship management, or similar roles.
• Self-motivated with a drive to achieve goals in a performance-oriented environment.
• Clear, confident communication to simplify complex concepts.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing fully sponsored.

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

Self-motivation

Licensing willingness

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones, a Fortune 500 financial services firm, seeks an Associate Financial Advisor to work with the practice team to deliver personalized financial strategies and exceptional client service. You’ll help source new clients, build relationships, and contribute to the practice’s growth.

You’ll collaborate with one or more financial advisors, prepare analyses, support planning and portfolio recommendations, and participate in community outreach to grow the client base.