Associate Financial Advisor: Grow Clients & Master Planning

Edward Jones; Reynoldsburg (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical and Prescription

Dental and Vision

401k Retirement Plan

Paid Holidays

Job summary

Edward Jones is seeking an Associate Financial Advisor to partner with seasoned advisors and the practice team. You will help source new clients, gather financial data, and assist in building personalized plans aligned with client goals.

The role emphasizes relationship management and ongoing financial planning support. You will work toward licensing (Series 7, 66, and state licenses) with full sponsorship, gaining exposure to a broad client base and opportunities for long-term growth within

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Demonstrated experience in sales, business development, client relationship management.
• Self-motivation and drive to achieve goals in a performance-driven environment.
• Strong, clear communication to simplify complex concepts for clients.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Prepare analyses and scenarios to inform personalized financial plans.
• Research performance, allocation, and costs to guide portfolio strategy and investments.
• Collaborate with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base and practice.

Skills

Relationship building

Interpersonal communication

Self-motivation

Clear communication

Licensing pursuit

Education

Bachelor’s degree or equivalent experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to partner with seasoned advisors and the practice team. You will help source new clients, gather financial data, and assist in building personalized plans aligned with client goals.

The role emphasizes relationship management and ongoing financial planning support. You will work toward licensing (Series 7, 66, and state licenses) with full sponsorship, gaining exposure to a broad client base and opportunities for long-term growth within