Client-Centric Financial Advisor Associate

Edward Jones; Mexia (TX); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health benefits

401k retirement plan

Paid holidays

Vacation time

Bonuses

Profit sharing

Dental and vision

Disability insurance

Job summary

Edward Jones is seeking a motivated Associate Financial Advisor to build and deepen client relationships, support comprehensive financial planning, and guide portfolio decisions. You will work with a financial advisor and practices team to deliver ongoing plans and reviews for clients across the United States and Canada.

The role requires a bachelor’s degree or equivalent experience, strong interpersonal skills, and a willingness to obtain Series 7/66 and state licenses within three months, with

Qualifications

• Bachelor's degree or equivalent professional experience in financial services/sales/relationship building.
• Experience in sales, business development, client relationship management, or similar.
• 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 sponsored by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Prepare analysis and model scenarios to support personalized financial plans.
• Research performance, allocations, and costs to guide portfolio strategies.
• Prepare proposals and assist with investments aligned to client goals and firm guidance.
• Collaborate with advisors to deliver ongoing financial planning and reviews.

Skills

Relationship building

Sales experience

Interpersonal communication

Self‑motivated

Goal oriented

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking a motivated Associate Financial Advisor to build and deepen client relationships, support comprehensive financial planning, and guide portfolio decisions. You will work with a financial advisor and practices team to deliver ongoing plans and reviews for clients across the United States and Canada.

The role requires a bachelor’s degree or equivalent experience, strong interpersonal skills, and a willingness to obtain Series 7/66 and state licenses within three months, with