Associate Financial Advisor: Growth, Impact, Licensing

Edward Jones; Doylestown (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Volunteer day

Job summary

Edward Jones is seeking an Associate Financial Advisor to work with the practice team to deliver personalized financial strategies and exceptional client service. You will collaborate with one or more financial advisors and client support teammates to source new clients and foster enduring relationships.

You’ll contribute to the practice’s growth through outreach and community engagement while pursuing required licenses.

Qualifications

• Bachelor’s degree or equivalent professional experience in financial services, sales, or related field.
• Experience in sales, business development, client relationship management, or roles requiring strong interpersonal skills.
• Self-motivation and a strong drive to achieve goals in a performance‑oriented environment.
• Clear, confident communication skills—able to simplify complex concepts for meaningful client conversations.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; licensing sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy and implementation with research of performance, allocation, and costs.
• Partner with the financial advisor and practice team to deliver ongoing financial planning and reviews.
• Contribute to client and practice growth by supporting outreach and referrals.

Skills

Sales experience

Interpersonal communication

Client relationship management

Self-motivation

Communication of complex concepts

Licensing willingness

Education

Bachelor’s degree or equivalent

Job description

Edward Jones is seeking an Associate Financial Advisor to work with the practice team to deliver personalized financial strategies and exceptional client service. You will collaborate with one or more financial advisors and client support teammates to source new clients and foster enduring relationships.

You’ll contribute to the practice’s growth through outreach and community engagement while pursuing required licenses.