Client-First Financial Advisor Associate

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

Job summary

Edward Jones in Illinois seeks an Associate Financial Advisor to work with the practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s business outcomes while partnering with a financial advisor to design and implement plans.

You will help gather client information, prepare financial analyses, and monitor plans, contributing to ongoing client satisfaction and growth within the

Qualifications

• Build and deepen client relationships to support discovery conversations and gather financial information.
• Support comprehensive financial planning by preparing analysis and modeling scenarios.
• Guide portfolio strategy and implementation by researching performance and adjustments.
• Collaborate with the advisor and practice team to deliver ongoing financial planning.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve

Skills

Client relationships

Financial planning

Communication

Job description

Edward Jones in Illinois seeks an Associate Financial Advisor to work with the practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s business outcomes while partnering with a financial advisor to design and implement plans.

You will help gather client information, prepare financial analyses, and monitor plans, contributing to ongoing client satisfaction and growth within the