Client-First Financial Advisor Associate

Edward Jones; Spokane (WA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones seeks an Associate Financial Advisor to work with a practice team to deliver personalized financial strategies and exceptional client service. You will help source new clients, build relationships, and contribute to the practice’s growth while advancing through licensing requirements with strong sponsorship from the firm.

You will collaborate with one or more financial advisors and client support teammates to deliver ongoing planning, monitor progress, and adjust strategies as

Qualifications

• Bachelor's degree or equivalent professional experience, or background in financial services, sales, or relationship-building.
• Demonstrated experience in sales, business development, client relationships, or roles requiring strong interpersonal skills.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire (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.
• Support comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy by researching performance, allocations, and costs and preparing proposals.
• Partner with advisors to deliver ongoing financial planning and monitor progress.
• Contribute to growth by supporting outreach and community engagement.

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Clear communication

Education

Bachelor's degree or equivalent experience

Job description

Edward Jones seeks an Associate Financial Advisor to work with a practice team to deliver personalized financial strategies and exceptional client service. You will help source new clients, build relationships, and contribute to the practice’s growth while advancing through licensing requirements with strong sponsorship from the firm.

You will collaborate with one or more financial advisors and client support teammates to deliver ongoing planning, monitor progress, and adjust strategies as