Associate Financial Advisor — Growth, License Support & Impact

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

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Hudson, Wisconsin, is seeking an Associate Financial Advisor to partner with a financial advisor and client support teammates to deliver personalized financial strategies and exceptional client service. You will source new clients, build and maintain relationships, and contribute to the practice's business outcomes.

The role requires a bachelor’s or equivalent experience, strong sales and communication skills, and license readiness with sponsorship provided for Series 7, Series

Qualifications

• Bachelor's degree or equivalent professional experience in a relevant field.
• Sales experience in financial services or client relationship roles.
• Strong interpersonal and communication skills; ability to build client trust.

Responsibilities

• Build and deepen client relationships by guiding discovery conversations and planning.
• Support comprehensive financial planning by analyzing scenarios and aligning investments with goals.
• Guide portfolio strategy and proposal development in line with firm guidance.
• Collaborate with the financial advisor and practice team to deliver ongoing financial planning.
• Support outreach and referrals to grow the client base.

Skills

Relationship building

Sales experience

Interpersonal communication

Communication skills

Self-motivated

Education

Bachelor's degree or equivalent professional experience

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones in Hudson, Wisconsin, is seeking an Associate Financial Advisor to partner with a financial advisor and client support teammates to deliver personalized financial strategies and exceptional client service. You will source new clients, build and maintain relationships, and contribute to the practice's business outcomes.

The role requires a bachelor’s or equivalent experience, strong sales and communication skills, and license readiness with sponsorship provided for Series 7, Series