Client-Focused Financial Advisor Associate

Edward Jones; El Paso (IL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid holidays

Job summary

Edward Jones is seeking an Associate Financial Advisor in the United States. You will work with a practice team to deliver personalized financial strategies and exceptional client service, sourcing new clients and maintaining relationships.

The role emphasizes growth, collaboration, and a commitment to client-first outcomes. Licensing sponsorship is provided, with Series 7, Series 66, and state licenses pursued within three months.

Qualifications

• Bachelor's degree or equivalent experience in financial services or related field.
• Proven sales, business development, or client relationship skills.
• Self-motivated with a drive to achieve goals in a performance-driven environment.
• Clear communication and ability to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state licenses within 3 months; licensing is sponsored.

Responsibilities

• 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 and implementation by researching performance, allocation, and costs.
• Partner with the advisor and practice team to deliver ongoing financial planning and reviews.
• Contribute to client and practice growth by supporting outreach and referrals.

Skills

Relationship building

Sales experience

Interpersonal communication

Financial services knowledge

Self-motivation

Education

Bachelor's degree

Tools

Salesforce

MoneyGuide

Excel

Job description

Edward Jones is seeking an Associate Financial Advisor in the United States. You will work with a practice team to deliver personalized financial strategies and exceptional client service, sourcing new clients and maintaining relationships.

The role emphasizes growth, collaboration, and a commitment to client-first outcomes. Licensing sponsorship is provided, with Series 7, Series 66, and state licenses pursued within three months.