Associate Financial Advisor: Grow Client Relationships & Plans

Edward Jones; Wisconsin; In loco; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401k retirement plan

Paid holidays

Descrizione del lavoro

Edward Jones is seeking an Associate Financial Advisor to join our team in the United States. You’ll partner with financial advisors to deliver personalized financial strategies and exceptional client service, sourcing new clients and maintaining relationships.

In this salaried role, you’ll support planning, analytics, and implementation, while pursuing licenses (Series 7/66 and state) sponsored by Edward Jones. Strong interpersonal skills and a client‑first mindset are essential.

Competenze

• Bachelor's degree or equivalent professional experience.
• Experience in sales, business development, or client relationship management.
• Self-motivated with a goal-oriented drive.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored.

Mansioni

• Build and deepen client relationships through discovery conversations.
• Prepare analyses and modeling scenarios for financial plans.
• Guide portfolio strategy by researching performance and costs.
• Deliver ongoing financial planning with reviews and strategy updates.
• Support growth through outreach and referrals.

Conoscenze

Bachelor's degree

Sales experience

Communication skills

Licensing readiness

Formazione

Bachelor's degree

Strumenti

MoneyGuide

Salesforce

Descrizione del lavoro

Edward Jones is seeking an Associate Financial Advisor to join our team in the United States. You’ll partner with financial advisors to deliver personalized financial strategies and exceptional client service, sourcing new clients and maintaining relationships.

In this salaried role, you’ll support planning, analytics, and implementation, while pursuing licenses (Series 7/66 and state) sponsored by Edward Jones. Strong interpersonal skills and a client‑first mindset are essential.