Client-Driven Associate Financial Advisor — Licensing & Growth

Edward Jones; Shirley (IL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental insurance

Vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor to join the practice team and deliver personalized financial strategies with exceptional client service. You'll collaborate with one or more advisors to source new clients and maintain relationships, while advancing the firm's growth and impact.

The role emphasizes relationship-building, financial planning, and ongoing client support, with licensing sponsored and a focus on long-term development within Edward Jones.

Qualifications

• A bachelor's degree, equivalent professional experience, or a background in financial services or sales.
• Experience in sales, business development, client relationship management, or a similar role.
• Self-motivation and goal orientation with accountability.
• Clear, confident communication skills to simplify complex concepts.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored.
• Comfort with financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized plans.
• Support comprehensive financial planning with analysis and scenario modeling.
• Guide portfolio strategy by researching performance, costs, and proposals.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Contribute to growth via outreach, referrals, and community engagement.

Skills

Interpersonal communication

Relationship building

Self-motivation

Clear communication

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to join the practice team and deliver personalized financial strategies with exceptional client service. You'll collaborate with one or more advisors to source new clients and maintain relationships, while advancing the firm's growth and impact.

The role emphasizes relationship-building, financial planning, and ongoing client support, with licensing sponsored and a focus on long-term development within Edward Jones.