Financial Advisor Associate — Build Client Impact & Growth

Edward Jones; Town of Marshall (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation

Sick time

Personal days

Volunteer day

Job summary

Edward Jones in the United States seeks an Associate Financial Advisor to collaborate with the practice team to deliver personalized financial strategies and exceptional client service.

The role involves sourcing new clients, building relationships, and contributing to the practice's business outcomes while pursuing licenses, with Edward Jones sponsoring Series 7, Series 66, and state insurance licenses.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or a related field.
• Proven ability to build relationships and achieve results.
• Strong interpersonal communication and self-motivation in a performance-driven environment.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans.
• Prepare analyses and modeling scenarios to align investments with client goals.
• Research performance, allocation, and costs to guide portfolio strategy and proposals.
• Collaborate with the practice team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base and engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Goal-oriented

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States seeks an Associate Financial Advisor to collaborate with the practice team to deliver personalized financial strategies and exceptional client service.

The role involves sourcing new clients, building relationships, and contributing to the practice's business outcomes while pursuing licenses, with Edward Jones sponsoring Series 7, Series 66, and state insurance licenses.