Client-Focused Financial Advisor Associate (Licensing Support)

Edward Jones; Peachtree City (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical & Prescription Drug Coverage

Dental Care

Vision Care

Disability Insurance

Life Insurance

401(k) Retirement Plan

Health Savings Account (HSA) / FSA

Paid Holidays (10)

Vacation (15 days)

Volunteer Day

Profit Sharing

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to build client relationships, conduct discovery conversations, and help advance personalized financial plans aligned with client goals. You will support financial planning, research investments, and collaborate with a practice team.

Licensing sponsorship (Series 7 and 66) is provided; a bachelor’s degree or equivalent professional experience is required, with a path toward CFP designation.

Qualifications

• Bachelor's degree, equivalent professional experience, or background in financial services, sales, or a field that develops client relationships and results
• Experience in sales, business development, client relationship management, or roles requiring strong interpersonal communication
• Self-motivation and drive to achieve goals in a performance-oriented environment
• Clear, confident communication skills to simplify complex concepts in client conversations
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is 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 by preparing analyses and modeling scenarios
• Guide portfolio strategy by researching performance, allocation, and costs; preparing proposals
• Partner with the financial advisor and practice team to deliver ongoing financial planning and reviews
• Contribute to client and practice growth through outreach, referrals, and community engagement

Skills

Bachelor's degree or equivalent

Sales experience

Interpersonal communication

Self-motivation

Licensing (Series 7/66) sponsorship

Financial planning software

Education

Bachelor's degree or equivalent professional experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to build client relationships, conduct discovery conversations, and help advance personalized financial plans aligned with client goals. You will support financial planning, research investments, and collaborate with a practice team.

Licensing sponsorship (Series 7 and 66) is provided; a bachelor’s degree or equivalent professional experience is required, with a path toward CFP designation.