Associate Financial Advisor: Growth with Licensing Support

Edward Jones; Great Falls (MT); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

Disability coverage

Life insurance

401k retirement plan

Health savings account

Job summary

Edward Jones in Great Falls, MT is seeking an Associate Financial Advisor to partner with a financial advisor and deliver personalized financial planning and exceptional client service. You will source new clients, build relationships, and help implement strategies to meet client goals.

The role requires a bachelor’s degree or equivalent experience, strong communication, and a commitment to obtaining Series 7/66 and state licenses within three months.

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 communication.
• Self-motivation and drive to achieve goals in a performance-oriented environment.
• Clear, confident communication to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored by Edward Jones.
• Comfort learning and using financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy by researching performance, allocation, and costs and preparing proposals.
• Partner with the financial advisor and 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 skills

Self-motivation

Communication skills

Licensing within 3 months

Financial planning tools familiarity

Education

Bachelor's degree or equivalent professional experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Great Falls, MT is seeking an Associate Financial Advisor to partner with a financial advisor and deliver personalized financial planning and exceptional client service. You will source new clients, build relationships, and help implement strategies to meet client goals.

The role requires a bachelor’s degree or equivalent experience, strong communication, and a commitment to obtaining Series 7/66 and state licenses within three months.