Associate Financial Advisor: Grow Client Wealth & Impact

Edward Jones; Merrimac (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation (15 days)

Volunteer time off

Job summary

Edward Jones is hiring an Associate Financial Advisor to collaborate with financial advisors and client support teams to provide personalized strategies and exceptional service. You will help source new clients, build relationships, and support the practice's growth.

The role involves ongoing planning, reviewing progress, and guiding clients through investments and life events, with licensing sponsored by the firm. This is a full-time position based in Merrimac, MA.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Experience in sales, business development, or client relationship management.
• Self-motivated with a drive to achieve goals in a performance-driven environment.
• Clear, confident communication for meaningful client conversations.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months (sponsored).

Responsibilities

• Build and deepen client relationships through discovery conversations and financial planning.
• Prepare analysis and modeling scenarios to support personalized plans.
• Research performance and align investments with client goals and firm guidance.
• Collaborate with advisors and team to deliver ongoing financial planning.
• Support outreach and referrals to grow the client base.

Skills

Relationship building

Sales / business development

Communication skills

Self-motivation

Licensing pursuit

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is hiring an Associate Financial Advisor to collaborate with financial advisors and client support teams to provide personalized strategies and exceptional service. You will help source new clients, build relationships, and support the practice's growth.

The role involves ongoing planning, reviewing progress, and guiding clients through investments and life events, with licensing sponsored by the firm. This is a full-time position based in Merrimac, MA.