Associate Financial Advisor: Grow Client Relationships & Plans

Edward Jones; Grand Rapids (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid holidays

Job summary

Edward Jones is seeking an Associate Financial Advisor to join our practice and help deliver personalized financial strategies to clients. You will partner with a financial advisor and a support team to source new clients and manage relationships while building and maintaining plans aligned with client goals.

You’ll develop and implement financial plans, study investments, and assist in ongoing reviews. This role emphasizes a client-centric, relationship-based approach and long-term growth

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Strong interpersonal communication and relationship-building abilities.
• Self-motivation with a drive to achieve goals in a performance-driven environment.
• Clear, confident communication; ability to translate complex concepts for clients.

Responsibilities

• Build and deepen client relationships through discovery conversations and tailored financial plans.
• Support comprehensive planning by analyzing scenarios and aligning investments with client goals.
• Guide portfolio strategy, research performance, and prepare proposals.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the practice and client base.

Skills

Relationship building

Interpersonal communication

Self-motivation

Goal oriented

Licensing readiness

Education

Bachelor's degree or equivalent

Job description

Edward Jones is seeking an Associate Financial Advisor to join our practice and help deliver personalized financial strategies to clients. You will partner with a financial advisor and a support team to source new clients and manage relationships while building and maintaining plans aligned with client goals.

You’ll develop and implement financial plans, study investments, and assist in ongoing reviews. This role emphasizes a client-centric, relationship-based approach and long-term growth