Associate Financial Advisor — Grow with Client Impact

Edward Jones; Secor (IL); On-site; USD 45,000 - 75,000; Full time

Job summary

Edward Jones seeks an Associate Financial Advisor to partner with an experienced advisor and support staff, delivering personalized financial strategies and exceptional client service. You will work closely with clients and the broader practice team to understand goals and maintain trusted relationships.

You will assist in sourcing new clients, building lasting relationships, and contributing to the practice's overall business outcomes while following firm guidelines for investment planning and

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Prepare analysis and modeling scenarios to align investments with client goals and life events.
• Research performance, allocation, costs, and prepare proposals to guide portfolio strategy.
• Partner with the advisor and practice team to deliver ongoing financial planning and reviews.

Job description

Edward Jones seeks an Associate Financial Advisor to partner with an experienced advisor and support staff, delivering personalized financial strategies and exceptional client service. You will work closely with clients and the broader practice team to understand goals and maintain trusted relationships.

You will assist in sourcing new clients, building lasting relationships, and contributing to the practice's overall business outcomes while following firm guidelines for investment planning and