Associate Financial Advisor - Launch Your Client Growth Path

Edward Jones; Sonoma (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Edward Jones in Sonoma, CA seeks an Associate Financial Advisor to collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

The role focuses on sourcing new clients, building relationships, and supporting ongoing financial planning, with licensing sponsored by Edward Jones; a bachelor's degree or equivalent experience is required, plus a drive to achieve results.

Qualifications

• Bachelor's degree, equivalent professional experience, or a background in financial services.
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire; licensing is sponsored by Edward Jones.
• Clear, confident communication skills and ability to simplify complex concepts for clients.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and aligning investments with client goals.
• Guide portfolio strategy and implementation by researching performance, costs, and preparing proposals.
• Partner with the advisor and team to deliver ongoing financial planning, including reviews and strategy adjustments.

Skills

Sales experience

Client relationship management

Communication skills

Self-motivated

Education

Bachelor's degree

Equivalent professional experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Sonoma, CA seeks an Associate Financial Advisor to collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

The role focuses on sourcing new clients, building relationships, and supporting ongoing financial planning, with licensing sponsored by Edward Jones; a bachelor's degree or equivalent experience is required, plus a drive to achieve results.