Emerging Financial Advisor: Build Client Wealth & Plans

Edward Jones; Carlock (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks an Associate Financial Advisor in Illinois to join the practice team and deliver personalized financial strategies. You will build client relationships, gather financial information, and help execute plans aligned with client goals and life events.

The role emphasizes collaboration with senior advisors and ongoing client service. The position offers long-term growth potential, structured onboarding, and exposure to wealth planning across

Qualifications

• What You’ll Do items listed in the posting.

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.

Job description

Edward Jones, a Fortune 500 financial services firm, seeks an Associate Financial Advisor in Illinois to join the practice team and deliver personalized financial strategies. You will build client relationships, gather financial information, and help execute plans aligned with client goals and life events.

The role emphasizes collaboration with senior advisors and ongoing client service. The position offers long-term growth potential, structured onboarding, and exposure to wealth planning across