Emerging Financial Advisor - Client Growth & Planning

Edward Jones; Danvers (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays & vacation

Employee assistance program

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to work with a practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s business outcomes.

Requirements include a bachelor’s degree or relevant experience, strong interpersonal skills, and a willingness to obtain required licenses with company sponsorship.

Qualifications

• A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a related field.
• Demonstrated experience in sales, business development, client relationship management, or related roles with strong interpersonal skills.
• Self-motivation and a 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 insurance licenses within three months of hire, sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy by researching performance, allocation, and costs, and preparing proposals.
• Collaborate with the advisor and team to deliver ongoing financial planning and reviews.
• Contribute to growth through outreach, referrals, and community engagement.

Skills

Sales & business development

Client relationship management

Interpersonal communication

Self-motivation

Communication skills

Education

Bachelor's degree or relevant experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to work with a practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s business outcomes.

Requirements include a bachelor’s degree or relevant experience, strong interpersonal skills, and a willingness to obtain required licenses with company sponsorship.