Client-Focused Associate Financial Advisor

Edward Jones; Yoakum (TX); In loco; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

Edward Jones in the United States is seeking an Associate Financial Advisor to join the practice team, collaborating with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional service.

You will source new clients, build relationships, and contribute to the practice’s growth while pursuing Series 7, 66, and state licenses within three months, with licensing fully sponsored by Edward Jones.

Competenze

• Bachelor's degree or equivalent professional experience.
• Experience in sales or client relationship management.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing sponsored by Edward Jones.
• Comfort with financial planning software and digital engagement tools.

Mansioni

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by preparing analysis and modeling scenarios.
• Guide portfolio strategy by researching performance, costs, and proposing adjustments.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Contribute to client and practice growth by supporting outreach and referrals.

Conoscenze

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Clear communication

Formazione

Bachelor's degree

Strumenti

MoneyGuide

Salesforce

Descrizione del lavoro

Edward Jones in the United States is seeking an Associate Financial Advisor to join the practice team, collaborating with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional service.

You will source new clients, build relationships, and contribute to the practice’s growth while pursuing Series 7, 66, and state licenses within three months, with licensing fully sponsored by Edward Jones.