Client-Focused Financial Advisor Associate: Growth & Impact

Edward Jones; Town of Randolph (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription benefits

401k retirement plan

Paid holidays and vacation

Volunteer time off

Job summary

Edward Jones is hiring an Associate Financial Advisor in the United States. You will partner with financial advisors to deliver personalized financial strategies and exceptional service, sourcing new clients and maintaining relationships.

You’ll work with a practice team to support planning, investments, and client reviews, while pursuing required licenses. This role emphasizes growth, collaboration, and community impact.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Experience in sales, business development, or client relationship management.
• Self-motivated with a drive to achieve goals and accountability.
• Clear, confident communication for client conversations.
• Willingness to obtain Series 7/66 and state licenses within 3 months (sponsored).

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans.
• Support comprehensive financial planning with analysis and scenarios.
• Guide portfolio strategy and recommend investments aligned with client goals.
• Collaborate with the advisor and team to deliver ongoing planning and reviews.
• Support outreach and referrals to grow the client base.

Skills

Sales excellence

Client relationship management

Communication skills

Self-motivation

Goal-driven

Education

Bachelor's degree or equivalent

Tools

Financial planning software (MoneyGuide)

CRM tools (Salesforce)

Job description

Edward Jones is hiring an Associate Financial Advisor in the United States. You will partner with financial advisors to deliver personalized financial strategies and exceptional service, sourcing new clients and maintaining relationships.

You’ll work with a practice team to support planning, investments, and client reviews, while pursuing required licenses. This role emphasizes growth, collaboration, and community impact.