Associate Financial Advisor: Growth & Client Planning

Edward Jones; Woodbury (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Job summary

Edward Jones is seeking an associate financial advisor to join our client-focused practice in Woodbury, MN. You will collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional service, while building lasting client relationships.

You will source new clients, support planning, and contribute to the practice’s growth. A bachelor's degree and strong interpersonal skills are required; series 7/66 and state licenses are

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Proven ability to build relationships and achieve results in a performance-driven environment.
• Strong communication skills and accountability to goals.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support comprehensive financial planning, modeling scenarios, and aligning investments with client goals.
• Guide portfolio strategy and proposals, researching performance and costs.
• Partner with the advisor and team to deliver ongoing planning and reviews.
• Contribute to growth through outreach and community engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivated

Licensing willingness

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones is seeking an associate financial advisor to join our client-focused practice in Woodbury, MN. You will collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional service, while building lasting client relationships.

You will source new clients, support planning, and contribute to the practice’s growth. A bachelor's degree and strong interpersonal skills are required; series 7/66 and state licenses are