Emerging Financial Advisor — Client-Focused Growth

Edward Jones

St. Louis (MO)

On-site

USD 65,000 - 95,000

Full time

7 days ago
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Job summary

Edward Jones is hiring an Associate Financial Advisor to work with a broader practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build strong relationships, and support the practice’s business outcomes.

As part of a salaried role, you will collaborate with one or more financial advisors, engage clients through ongoing planning, and participate in community outreach to grow the practice and deliver client-focused financial

Qualifications

  • Bachelor's degree or equivalent professional experience in financial services or related field.
  • Experience in sales, business development, client relationship management, or roles requiring interpersonal skills.
  • Self-motivation and drive to achieve goals.
  • Clear, confident communication; able to translate complex concepts for clients.
  • Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored.
  • Comfort learning and applying financial planning software and digital 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; prepare proposals.
  • Partner with the advisor and team to deliver ongoing planning and reviews.
  • Contribute to growth by supporting outreach, referrals, and community engagement.

Skills

Relationship building
Interpersonal communication
Self-motivation
Communication skills
Goal orientation

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuide
Salesforce
Financial planning software

Job description

Edward Jones is hiring an Associate Financial Advisor to work with a broader practice team, delivering personalized financial strategies and exceptional client service. You will source new clients, build strong relationships, and support the practice’s business outcomes.

As part of a salaried role, you will collaborate with one or more financial advisors, engage clients through ongoing planning, and participate in community outreach to grow the practice and deliver client-focused financial

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