Associate Financial Advisor: Growth & Client Impact

Edward Jones; Town of Lowell (WI); On-site; USD 55,000 - 95,000; Full time

Job summary

Edward Jones is seeking an associate financial advisor to work with the practice team and deliver personalized financial strategies to clients.

You’ll help source new clients, deepen relationships, and support planning discussions, while pursuing Series 7/66 and insurance licenses sponsored by Edward Jones.

This role offers on-the-job training, a performance-driven culture, and long-term growth potential within a Fortune 500 company focused on client outcomes and community impact.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in sales, business development, or client relationships.
• Self-motivated with a results‑oriented mindset.
• Clear communication to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; licensing is sponsored by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Support discovery conversations and gather key financial information to shape personalized plans.
• Assist in planning analyses, modeling scenarios, and aligning investments with client goals.
• Research portfolio options, prepare proposals, and support strategy adjustments.
• Partner with the financial advisor and practice team to deliver ongoing financial planning and client reviews.
• Support outreach and referrals to grow the client base and promote relationship-based financial planning.

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Clear communication

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones is seeking an associate financial advisor to work with the practice team and deliver personalized financial strategies to clients.

You’ll help source new clients, deepen relationships, and support planning discussions, while pursuing Series 7/66 and insurance licenses sponsored by Edward Jones.

This role offers on-the-job training, a performance-driven culture, and long-term growth potential within a Fortune 500 company focused on client outcomes and community impact.