Client-Driven Financial Advisor Associate

Edward Jones; Le Roy (IL); Vor Ort; USD 60.000 - 100.000; Vollzeit

Benefits dieser Stelle

Medical & prescription drug

Dental

Vision

401k

Paid holidays and vacation

Zusammenfassung

Edward Jones seeks an Associate Financial Advisor to join a collaborative practice in the United States. You will work with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You’ll help source new clients, build and maintain relationships, and contribute to the practice’s growth while pursuing required licenses (Series 7/66, state insurance) with company sponsorship.

Qualifikationen

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Strong interpersonal communication and relationship-building skills.
• Self-motivated with goal-oriented drive and accountability.
• Clear communication to translate complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state licenses within three months, with sponsorship.

Aufgaben

• Build and deepen client relationships by discovery conversations and aligning financial plans.
• Prepare analyses and modeling scenarios to support client goals and life events.
• Guide portfolio strategy and assist with proposals and investment adjustments.
• Collaborate with advisors and team to deliver ongoing planning and reviews.
• Support outreach and community engagement to grow the client base.

Kenntnisse

Relationship building

Sales

Communication

Interpersonal skills

Ausbildung

Bachelor's degree

Tools

MoneyGuide

Salesforce

Jobbeschreibung

Edward Jones seeks an Associate Financial Advisor to join a collaborative practice in the United States. You will work with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You’ll help source new clients, build and maintain relationships, and contribute to the practice’s growth while pursuing required licenses (Series 7/66, state insurance) with company sponsorship.