Associate Financial Advisor: Grow Client Wealth & Plans

Edward Jones; Goodfield (IL); Presencial; USD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical and prescription drug coverage

401k retirement plan

Paid holidays & vacation

Descripción de la vacante

Edward Jones is hiring an Associate Financial Advisor to partner with financial advisors and client-support teams. You’ll deliver personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and contribute to the practice’s growth while maintaining a client-first approach.

You’ll work with the broader team to prepare analyses, tailor investment portfolios, and guide plan implementation in a client-driven environment.

Formación

• Bachelor's degree or equivalent experience in a related field.
• Experience in sales, business development, or client relationship roles.
• Self-motivated with accountability and goal-orientation.
• Strong written and verbal communication; ability to simplify concepts.
• Willingness to obtain Series 7, Series 66, and state licenses within 3 months; all licenses sponsored.

Responsabilidades

• Build and deepen client relationships through discovery conversations and planning.
• Prepare analyses and models to support personalized financial plans.
• Research performance and costs to guide portfolio adjustments.
• Collaborate with advisors to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the practice's client base.

Conocimientos

Relationship-building

Sales aptitude

Interpersonal communication

Self-motivation

Clear communication

Educación

Bachelor's degree

Herramientas

MoneyGuide

Salesforce

Descripción del empleo

Edward Jones is hiring an Associate Financial Advisor to partner with financial advisors and client-support teams. You’ll deliver personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and contribute to the practice’s growth while maintaining a client-first approach.

You’ll work with the broader team to prepare analyses, tailor investment portfolios, and guide plan implementation in a client-driven environment.