Client-Focused Financial Advisor Associate | License Support

Edward Jones; Congerville (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks an Associate Financial Advisor to build and maintain client relationships, deliver personalized financial strategies, and contribute to practice growth.

You will work with the practice team to source clients, assist with planning, and implement investment strategies in alignment with client goals and regulatory guidance. Licensing sponsorship is provided and professional development is encouraged.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or relationship building.
• Sales experience and ability to develop new business and relationships.
• Clear, confident communication and the ability to guide client conversations.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning with analysis, modeling scenarios, and aligning investments to client goals.
• Guide portfolio strategy by researching performance, allocation, and costs; prepare proposals and adjustments.
• Partner with the advisor and team to deliver ongoing financial planning, reviews, and adjustments to client plans.
• Contribute to growth through outreach, referrals, and community engagement for a relationship-based experience.

Skills

Sales

Business development

Client relationship management

Interpersonal communication

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones, a Fortune 500 financial services firm, seeks an Associate Financial Advisor to build and maintain client relationships, deliver personalized financial strategies, and contribute to practice growth.

You will work with the practice team to source clients, assist with planning, and implement investment strategies in alignment with client goals and regulatory guidance. Licensing sponsorship is provided and professional development is encouraged.