Client-Focused Financial Advisor Associate

Edward Jones; Richmond (KY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision benefits

401k retirement plan

Paid holidays and vacation time

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to join a collaborative practice team, delivering personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and contribute to the practice’s growth under the guidance of one or more financial advisors.

You’ll support discovery conversations, analysis, and planning, while advancing your licenses (Series 7, 66, and state) with full sponsorship.

Qualifications

• A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
• Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment
• Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully sponsored and supported by Edward Jones
• Comfort learning and applying financial planning software and digital engagement tools

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
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience

Skills

Relationship building

Sales experience

Communication skills

Licensing readiness

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to join a collaborative practice team, delivering personalized financial strategies and exceptional client service. You’ll source new clients, build relationships, and contribute to the practice’s growth under the guidance of one or more financial advisors.

You’ll support discovery conversations, analysis, and planning, while advancing your licenses (Series 7, 66, and state) with full sponsorship.