Associate Financial Advisor – Growth & Planning

Edward Jones; Clinton (IL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

15 days vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor to join a practice team in the United States. You’ll source new clients, build and maintain relationships, and deliver personalized financial strategies with an emphasis on ongoing service.

With a bachelor’s degree and strong interpersonal skills, you’ll support sales and business development, while pursuing Series 7/66 and state licenses within three months. A client‑focused, results oriented mindset is essential.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in sales, business development, client relationships or roles requiring strong interpersonal communication.
• Self-motivation and a strong drive to achieve goals in a performance-oriented environment.
• Clear, confident communication to guide client conversations.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships by sourcing new clients and expanding existing relationships.
• Support comprehensive financial planning and help align investments with client goals.
• Guide portfolio strategy, research performance, and prepare proposals.
• Collaborate with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base and practice.

Skills

Interpersonal communication

Sales experience

Relationship management

Education

Bachelor's degree

Tools

Salesforce

MoneyGuide

Job description

Edward Jones is seeking an Associate Financial Advisor to join a practice team in the United States. You’ll source new clients, build and maintain relationships, and deliver personalized financial strategies with an emphasis on ongoing service.

With a bachelor’s degree and strong interpersonal skills, you’ll support sales and business development, while pursuing Series 7/66 and state licenses within three months. A client‑focused, results oriented mindset is essential.