Associate Financial Advisor: Growth, Licensing & Support

Edward Jones; Sherwood (OR); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

401k retirement plan

Health insurance

Paid holidays and vacation

Job summary

Edward Jones is hiring an Associate Financial Advisor to join a client-focused practice in Oregon. You will work with one or more financial advisors to deliver personalized financial strategies and exceptional client service.

You’ll source new clients, build long-term relationships, and contribute to the practice’s growth. Licensing is sponsored and training is provided, with opportunities for career advancement within a supportive team.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Proven sales, client relationship management, or business development experience.
• Strong communication and interpersonal skills with a client-focused mindset.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire (sponsored).
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships via discovery conversations and personalized financial plans.
• Prepare analyses and model scenarios to align investments with client goals and life events.
• Guide portfolio strategy and proposals, researching performance, costs, and adjustments.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow a relationship-based practice.

Skills

Bachelor's degree or equivalent

Sales experience

Communication skills

Licensing readiness

Financial planning software

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is hiring an Associate Financial Advisor to join a client-focused practice in Oregon. You will work with one or more financial advisors to deliver personalized financial strategies and exceptional client service.

You’ll source new clients, build long-term relationships, and contribute to the practice’s growth. Licensing is sponsored and training is provided, with opportunities for career advancement within a supportive team.