Associate Financial Advisor: Start Your Client Wealth Journey

Edward Jones; Angel Run (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical & Prescription

Dental

Vision

Disability insurance

Life insurance

401k

Paid holidays

Vacation

Volunteer time

Job summary

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, nurture relationships, and contribute to business outcomes.

The role emphasizes relationship-building, collaboration with financial advisors, and ongoing financial planning, with licensing pursued after hire. Edward Jones provides extensive benefits and a clear pathway for growth.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Demonstrated experience in sales, business development, client relationships, or similar roles.
• Self-motivation and goal-oriented, with accountability in a performance-driven environment.
• Clear, confident communication, ability 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 discovery conversations and gathering financial information.
• Support comprehensive financial planning by analyzing data and modeling scenarios.
• Guide portfolio strategy by researching performance and costs, preparing proposals, and making adjustments.
• Partner with advisors to deliver ongoing financial planning and client reviews.
• Support outreach and referrals to grow the client base and promote relationship-based planning.

Skills

Relationship building

Sales experience

Communication

Self-motivated

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to collaborate with the practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, nurture relationships, and contribute to business outcomes.

The role emphasizes relationship-building, collaboration with financial advisors, and ongoing financial planning, with licensing pursued after hire. Edward Jones provides extensive benefits and a clear pathway for growth.