Financial Advisor Associate: Build Relationships & Grow

Edward Jones; Longview (WA); 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

Job summary

Edward Jones, a Fortune 500 financial services firm, is seeking an associate financial advisor to partner with one or more financial advisors and client support teammates. You will source new clients, build relationships, and deliver personalized financial strategies and exceptional client service.

You’ll collaborate with the advisor to source clients, maintain relationships, and contribute to the practice’s business outcomes.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Demonstrated experience in sales, business development, or client relationship management.
• Self-motivation and a drive to achieve goals in a performance-oriented environment.
• Clear, confident communication skills for client conversations.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire (sponsored).
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by analyzing scenarios and aligning investments with goals.
• Guide portfolio strategy, research performance, prepare proposals, and adjust as needed.
• Collaborate with advisors and team to deliver ongoing financial planning and client reviews.
• Contribute to client and practice growth through outreach and community engagement.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Goal orientation

Licensing willingness

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Edward Jones, a Fortune 500 financial services firm, is seeking an associate financial advisor to partner with one or more financial advisors and client support teammates. You will source new clients, build relationships, and deliver personalized financial strategies and exceptional client service.

You’ll collaborate with the advisor to source clients, maintain relationships, and contribute to the practice’s business outcomes.