Associate Financial Advisor: Licensing Support & Growth

Edward Jones; Oakdale (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Volunteer time off

Job summary

Edward Jones in the United States is hiring an Associate Financial Advisor to join a collaborative practice team. You will help source new clients, build relationships, and deliver personalized financial strategies with client service excellence.

This salaried role offers sponsorship for Series 7/66 and state licenses, full benefits, and a clear path for growth in wealth management. You will work with one or more financial advisors and support teammates to help clients achieve financial

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• 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 licenses within three months of hire; licensing is sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships through discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals.
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities.
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance.
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve.
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience.

Skills

Relationship building

Interpersonal communication

Self-motivation

Goal-oriented

Communication clarity

Education

Bachelor's degree or equivalent professional experience in financial services or related field

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is hiring an Associate Financial Advisor to join a collaborative practice team. You will help source new clients, build relationships, and deliver personalized financial strategies with client service excellence.

This salaried role offers sponsorship for Series 7/66 and state licenses, full benefits, and a clear path for growth in wealth management. You will work with one or more financial advisors and support teammates to help clients achieve financial