Associate Financial Advisor — Growth & Client Impact

Edward Jones; Normal (IL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Job summary

Edward Jones is seeking an Associate Financial Advisor who will partner with seasoned advisors to deliver personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and contribute to the practice’s growth while adhering to regulatory guidelines.

You’ll collaborate with a practice team to guide planning, prepare reviews, and implement investment strategies aligned with client goals, life events, and risk tolerance, with company sponsorship

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Proven ability to build relationships and achieve results in sales or client-facing roles.
• Strong interpersonal communication and self-motivation in a performance-driven environment.
• Clear, confident communication; able to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Assist in comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy by researching performance, allocation, and costs, and prepare proposals.
• Partner with the advisor and team to deliver ongoing financial planning and client reviews.
• Support outreach and referrals to grow the practice's client base.

Skills

Sales experience

Relationship building

Interpersonal communication

Self-motivation

Clear communication

Licensing willingness

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor who will partner with seasoned advisors to deliver personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and contribute to the practice’s growth while adhering to regulatory guidelines.

You’ll collaborate with a practice team to guide planning, prepare reviews, and implement investment strategies aligned with client goals, life events, and risk tolerance, with company sponsorship