Associate Financial Advisor: Growth & Licensing Support

Edward Jones; Vernon (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k plan

Medical coverage

Dental coverage

Vision coverage

Paid holidays

Vacation days

Volunteer time off

Employee assistance program

Job summary

Edward Jones is seeking an Associate Financial Advisor in the United States to collaborate with the practice team in delivering personalized financial strategies and exceptional client service. You will source new clients, build and maintain relationships, and contribute to the practice’s business outcomes.

Requirements include a bachelor’s degree or equivalent experience, strong interpersonal skills, and a willingness to obtain Series 7, Series 66, and state licenses within three months.

Qualifications

• A bachelor's degree or equivalent professional experience in a relevant field.
• Demonstrated experience in sales, business development, or client relationship management.
• Self-motivation and a strong drive to achieve goals in a performance-oriented environment.
• Clear, confident communication skills to guide client conversations.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; sponsorship provided.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support comprehensive financial planning by analyzing scenarios and aligning investments with goals.
• Guide portfolio strategy and implementation in line with firm guidance and client needs.
• Collaborate with the advisor and practice team to deliver ongoing financial planning and reviews.
• Contribute to client and practice growth through outreach, referrals, and community engagement.

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Communication skills

Education

Bachelor's degree

Tools

Financial planning software

Salesforce

MoneyGuide

Job description

Edward Jones is seeking an Associate Financial Advisor in the United States to collaborate with the practice team in delivering personalized financial strategies and exceptional client service. You will source new clients, build and maintain relationships, and contribute to the practice’s business outcomes.

Requirements include a bachelor’s degree or equivalent experience, strong interpersonal skills, and a willingness to obtain Series 7, Series 66, and state licenses within three months.