Associate Financial Advisor: Grow Client Relationships & Plans

Edward Jones; Nixa (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental and Vision

401k plan

Paid holidays

Job summary

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team in delivering personalized financial strategies and exceptional client service. You will source new clients, build lasting relationships, and contribute to the practice's growth while working with one or more financial advisors.

The role includes team collaboration, ongoing planning, and licensing sponsorship as you pursue required securities licenses within three months.

Qualifications

• Bachelor's degree or equivalent experience in financial services, sales, or related field.
• Experience in sales, business development, or client relationship management.
• Self-motivated and goal-driven in a performance-oriented environment.
• Clear, confident communication to guide client conversations.
• Willing to obtain Series 7, Series 66, and state licenses within 3 months; licensing sponsored.
• Comfort learning financial planning software and digital tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans.
• 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

Licensing readiness

Financial software adeptness

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team in delivering personalized financial strategies and exceptional client service. You will source new clients, build lasting relationships, and contribute to the practice's growth while working with one or more financial advisors.

The role includes team collaboration, ongoing planning, and licensing sponsorship as you pursue required securities licenses within three months.