Associate Financial Advisor - Grow with Client-Focused Finance

Edward Jones; Morrisonville (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Sick time

Personal days

Volunteer day

Employee Assistance Program

Job summary

Edward Jones is hiring an Associate Financial Advisor to work with a practice team in delivering personalized financial strategies and exceptional client service. You will partner with a financial advisor to source new clients, build relationships, and contribute to business outcomes.

The role emphasizes collaboration, professional development, and the ability to obtain required licenses within a few months, with Edward Jones sponsoring licensing.

Qualifications

• Bachelor's degree or equivalent professional experience in a field that develops client relationships and results.
• Experience in sales, business development, or client relationship management with strong interpersonal skills.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored by Edward Jones.
• Ability to learn and apply financial planning software and digital engagement tools.
• Strong, clear communication to simplify complex concepts for clients.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and preparing personalized financial plans.
• Assist with comprehensive financial planning by analyzing scenarios and aligning investments with client goals.
• Guide portfolio strategy and implement adjustments in line with client needs and firm guidance.
• Collaborate with the financial advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and community engagement to grow client relationships and the practice.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Licensing planning

Education

Bachelor's degree

Job description

Edward Jones is hiring an Associate Financial Advisor to work with a practice team in delivering personalized financial strategies and exceptional client service. You will partner with a financial advisor to source new clients, build relationships, and contribute to business outcomes.

The role emphasizes collaboration, professional development, and the ability to obtain required licenses within a few months, with Edward Jones sponsoring licensing.