Financial Advisor Associate - Client Growth & Planning

Edward Jones; Higginsville (MO); 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

Job summary

Edward Jones is recruiting an Associate Financial Advisor to work with a team of financial professionals in a client‑focused practice. You will source new clients, build and maintain relationships, and deliver personalized financial strategies with quality client service.

As part of the role, you will support comprehensive planning, guide portfolio decisions, and participate in ongoing reviews and growth initiatives.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in sales, business development, or client relationship management.
• Strong interpersonal communication and goal-driven performance.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized planning.
• Support comprehensive financial planning by analyzing scenarios and aligning investments with goals.
• Guide portfolio strategy with research on performance, allocation, and costs.
• Collaborate with advisors and the practice team to deliver ongoing planning and reviews.
• Assist in client outreach, referrals, and community engagement to grow the practice.

Skills

Relationship building

Sales experience

Communication skills

Self-motivation

Education

Bachelor's degree or equivalent

Tools

Financial planning software

Job description

Edward Jones is recruiting an Associate Financial Advisor to work with a team of financial professionals in a client‑focused practice. You will source new clients, build and maintain relationships, and deliver personalized financial strategies with quality client service.

As part of the role, you will support comprehensive planning, guide portfolio decisions, and participate in ongoing reviews and growth initiatives.