Client-Focused Financial Advisor Associate

Edward Jones

Reeseville (WI)

On-site

USD 60,000 - 90,000

Full time

4 days ago

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Benefits offered by this job

Medical and prescription drug

Dental

Vision

Short- and long-term disability

401k retirement plan

15 days vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor in the United States to join a practice team and deliver personalized financial strategies. You will work with one or more financial advisors and client support teammates to source new clients and deepen relationships.

The role focuses on building client trust, performing financial planning tasks, and supporting ongoing portfolio management. Edward Jones offers sponsor- provided licensing and a comprehensive benefits package as part of a

Qualifications

Bachelor’s degree or equivalent professional experience in financial services or a related field.
Strong interpersonal communication and relationship-building skills.
Self-motivated with a drive to achieve goals in a performance-driven environment.
Clear, confident communication to simplify complex concepts for clients.
Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; licenses are sponsored by Edward Jones.
Familiarity with financial planning software and digital engagement tools.

Responsibilities

Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
Prepare analyses and model scenarios to align investments with client goals and priorities.
Research performance, allocations, and costs to guide portfolio strategy and proposals.
Partner with advisors to deliver ongoing financial planning and reviews.
Support outreach and community engagement to grow the practice and client base.