Client-Focused Financial Advisor Associate

Edward Jones; Sarasota (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Health Savings Account

Flexible Spending Account

Paid holidays

Vacation days

Job summary

Edward Jones seeks an Associate Financial Advisor to join a client-focused team. You will work with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional service.

You’ll source new clients, nurture relationships, and contribute to the practice's growth. You’ll collaborate on discovery, planning, and ongoing reviews while pursuing required licenses; Edward Jones provides sponsorship and strong career development in a supportive

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Experience in sales, business development, or client relationship management.
• Self-motivation and drive to achieve goals in a performance-oriented environment.
• Clear, confident communication and ability to guide client conversations.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months; licensing sponsored by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning with analysis, modeling scenarios, and investment alignment.
• Guide portfolio strategy by researching performance, allocation, and costs; prepare proposals and adjustments.
• Partner with the advisor and practice team to deliver ongoing financial planning and reviews.
• Contribute to growth by supporting outreach and referrals to introduce clients to a relationship-based planning experience.

Skills

Relationship building

Sales & business development

Interpersonal communication

Clear communication

License prep

Financial planning software

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones seeks an Associate Financial Advisor to join a client-focused team. You will work with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional service.

You’ll source new clients, nurture relationships, and contribute to the practice's growth. You’ll collaborate on discovery, planning, and ongoing reviews while pursuing required licenses; Edward Jones provides sponsorship and strong career development in a supportive