Associate Financial Advisor — Launch Your Client Impact

Edward Jones

Lubbock (TX)

On-site

USD 60,000 - 120,000

Full time

9 days ago

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Job summary

Edward Jones in Texas is seeking an Associate Financial Advisor to work with one or more financial advisors and the practice team to deliver personalized financial strategies and exceptional client service. You will help source new clients, build relationships, and contribute to the practice's growth while progressing through licensing requirements with full sponsorship from Edward Jones.

The role emphasizes partnership, ongoing financial planning, and a client-centered advisory approach within

Qualifications

Bachelor's degree or equivalent experience in financial services or related field.
Proven sales, business development, or client relationship management experience.
Strong communication and goal-driven, performance-oriented mindset.
Willingness to obtain Series 7, Series 66, and state licenses within three months (licensing sponsored).
Familiarity with financial planning software and digital engagement tools.

Responsibilities

Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
Prepare analyses and model scenarios to align investments with client goals and life events.
Guide portfolio strategy by researching performance, allocations, and costs; prepare proposals.
Partner with the advisor and team to deliver ongoing financial planning and client reviews.
Support outreach and referrals to grow the client base and promote relationship-based planning.