Emerging Financial Advisor: Client Growth & Planning

Edward Jones; West Point (VA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation and sick time

Job summary

Edward Jones is seeking an Associate Financial Advisor to partner with financial advisors and the practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s growth.

You’ll support planning, analyze investments, and monitor progress while pursuing Series 7/66 and state licenses with company sponsorship. This salaried role offers long-term career growth within Edward Jones.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Strong interpersonal communication and client relationship skills.
• Willingness to obtain Series 7, Series 66, and state licenses within three months.

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

Interpersonal communication

Goal-oriented

Clear communication

Self-motivated

Licensing readiness

Education

Bachelor's degree or equivalent

Background in financial services

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to partner with financial advisors and the practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s growth.

You’ll support planning, analyze investments, and monitor progress while pursuing Series 7/66 and state licenses with company sponsorship. This salaried role offers long-term career growth within Edward Jones.