Associate Financial Advisor: Grow Client Relationships & Plans

Edward Jones; Rochelle (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Edward Jones is seeking an Associate Financial Advisor to work with a practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s business outcomes.

Requirements include a bachelor's degree or equivalent experience, and a willingness to obtain Series 7, Series 66, and state licenses within three months. The role offers long-term growth potential and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Demonstrated experience in sales, business development, client relationships, or roles requiring strong interpersonal communication.
• Self-motivation and a strong drive to achieve goals; accountability and performance orientation.
• Clear, confident communication; ability to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; licenses sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy and implementation by researching performance and costs and preparing proposals.
• Partner with the financial advisor and practice team to deliver ongoing financial planning and reviews.
• Contribute to client and practice growth through outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Goal-driven

Education

Bachelor's degree or equivalent experience

Job description

Edward Jones is seeking an Associate Financial Advisor to work with a practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s business outcomes.

Requirements include a bachelor's degree or equivalent experience, and a willingness to obtain Series 7, Series 66, and state licenses within three months. The role offers long-term growth potential and comprehensive benefits.