Associate Financial Advisor: Growth & Client Planning

Edward Jones; Mount Shasta (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical and dental benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones in California is seeking an Associate Financial Advisor to partner with the practice team, delivering personalized financial strategies and exceptional client service.

You will source new clients, build lasting relationships, and contribute to the practice's growth while pursuing required licenses. Edward Jones sponsors Series 7/66 and state insurance licenses within three months of hire, with a strong support system and long-term development opportunities.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Strong interpersonal communication and relationship-building skills.
• Self-motivation and a drive to achieve goals in a performance-driven environment.
• Clear, confident communication and ability to simplify complex concepts for clients.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Prepare analyses and model scenarios to align investments with client goals and life events.
• Guide portfolio strategy by researching performance, allocations, costs, and preparing proposals.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base and promote planning relationships.

Skills

Client relationship management

Sales experience

Interpersonal communication

Goal oriented

Education

Bachelor's degree

Job description

Edward Jones in California is seeking an Associate Financial Advisor to partner with the practice team, delivering personalized financial strategies and exceptional client service.

You will source new clients, build lasting relationships, and contribute to the practice's growth while pursuing required licenses. Edward Jones sponsors Series 7/66 and state insurance licenses within three months of hire, with a strong support system and long-term development opportunities.