Associate Financial Advisor - Growth & Client Impact

Edward Jones; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Professional development

Job summary

Edward Jones is a Fortune 500 financial services firm seeking an Associate Financial Advisor in the United States. You will collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You’ll help source new clients, build relationships, and support the practice’s outcomes. You’ll participate in disciplined financial planning, assist with discovery conversations, and help advance plans aligned with

Qualifications

• Bachelor's degree, or equivalent experience, or a background in financial services, sales or related relation-building context.
• Proven ability in sales, business development, client relationship management, or roles requiring strong interpersonal communication.
• Self-motivation with a track record of achieving goals in a performance-driven environment.
• Clear, confident communication; ability to simplify complex concepts for meaningful client conversations.
• Willingness to obtain Series 7, Series 66, and state licenses within three months of hire; licensing is sponsored by Edward Jones.
• Familiarity with financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support financial planning by analyzing, modeling scenarios, and aligning investments with client goals.
• Guide portfolio strategy by researching performance and costs, and preparing proposals.
• Partner with the advisor and team to deliver ongoing planning, including reviews and strategy adjustments.
• Support outreach and referrals to grow the client base and foster a relationship-based planning experience.

Skills

Relationship building

Interpersonal communication

Self-motivation

Clear communication

Licensing pursuit

Financial services knowledge

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is a Fortune 500 financial services firm seeking an Associate Financial Advisor in the United States. You will collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You’ll help source new clients, build relationships, and support the practice’s outcomes. You’ll participate in disciplined financial planning, assist with discovery conversations, and help advance plans aligned with