Client-Focused Financial Advisor for Growth

Edward Jones; Greeley (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription coverage

401k retirement plan

Job summary

Edward Jones in Colorado is seeking an Associate Financial Advisor to partner with a financial advisor and client support teammates to deliver personalized financial strategies and exceptional client service.

You will build client relationships, source new clients, and contribute to the practice’s growth while working in a collaborative, client-centered environment. Edward Jones provides training and licensing sponsorship.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services.
• Willingness to obtain Series 7, Series 66, and state licenses within three months of hire.
• Strong interpersonal communication and relationship-building skills.
• Proven ability to meet sales goals in a performance-driven environment.
• Experience with 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

Self-motivation

Education

Bachelor's degree or equivalent professional experience

CFP designation or progress toward it

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Colorado is seeking an Associate Financial Advisor to partner with a financial advisor and client support teammates to deliver personalized financial strategies and exceptional client service.

You will build client relationships, source new clients, and contribute to the practice’s growth while working in a collaborative, client-centered environment. Edward Jones provides training and licensing sponsorship.