Associate Financial Advisor: Growth, Client Impact

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

Benefits offered by this job

Medical & prescription drug coverage

Dental & vision

Paid holidays & vacation

Job summary

Edward Jones is hiring an Associate Financial Advisor in the United States to partner with financial advisors and support teams, delivering personalized financial strategies and exceptional client service. You will source new clients, nurture relationships, and contribute to the practice's business outcomes.

You will work with the broader practice team, collaborating on planning, client reviews, and ongoing strategy adjustments, while pursuing required licenses and developing your professional

Qualifications

• A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results.
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
• Self-motivation and a strong drive to achieve goals — you hold yourself accountable and thrive in a performance-oriented environment.
• Clear, confident communication skills — able to simplify complex concepts and guide meaningful client conversations.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire — all licensing is fully sponsored and supported by Edward Jones

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities.
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities.
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance.
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve.
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience

Skills

Relationship building

Sales experience

Strong communication

Self-motivation

Licensing readiness

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is hiring an Associate Financial Advisor in the United States to partner with financial advisors and support teams, delivering personalized financial strategies and exceptional client service. You will source new clients, nurture relationships, and contribute to the practice's business outcomes.

You will work with the broader practice team, collaborating on planning, client reviews, and ongoing strategy adjustments, while pursuing required licenses and developing your professional