Client-Focused Financial Planning Associate

Edward Jones; Gilbert (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones in Gilbert, AZ seeks an Associate Financial Advisor to build and deepen client relationships, support personalized financial plans, and help steer portfolios in alignment with client goals. You will collaborate with the advisor and practice team to deliver ongoing financial planning and client reviews.

Ideal candidates bring a Bachelor's degree or equivalent, strong sales and communication skills, and a drive to achieve goals.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or client relations.
• Experience in sales, business development, or client relationship management.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months (sponsored).
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans.
• Support financial planning by analyzing data, modeling scenarios, and aligning investments with client goals.
• Guide portfolio strategy by researching performance and costs, preparing proposals, and aligning with firm guidance.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base and promote a relationship-based approach.

Skills

Relationship building

Sales experience

Communication skills

Financial services knowledge

Self-motivated

Education

Bachelor's degree

Series 7

Series 66

State insurance licenses

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones in Gilbert, AZ seeks an Associate Financial Advisor to build and deepen client relationships, support personalized financial plans, and help steer portfolios in alignment with client goals. You will collaborate with the advisor and practice team to deliver ongoing financial planning and client reviews.

Ideal candidates bring a Bachelor's degree or equivalent, strong sales and communication skills, and a drive to achieve goals.