Financial Advisor Associate: Growth & Client Impact

Edward Jones

Golden Valley (MN)

On-site

USD 70,000 - 100,000

Full time

13 days ago

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid holidays

Job summary

Edward Jones is seeking an Associate Financial Advisor in Minnesota to partner with a financial advisor and a practice team. You will deliver personalized financial strategies and exceptional client service while sourcing new clients and maintaining strong client relationships.

Applicants should be prepared to obtain Series 7, Series 66, and state licenses within three months, with firm-sponsored licensing support. This full-time role emphasizes growth, client outcomes, and community impact.

Qualifications

  • Bachelor’s degree or equivalent professional experience.
  • Demonstrated experience in sales, business development, client relationships, or similar roles.
  • Self-motivation and goal-driven performance mindset.
  • Clear, confident communication; ability to simplify complex concepts.

Responsibilities

  • Build and deepen client relationships through discovery conversations and financial planning.
  • Prepare analyses, model scenarios, and align investments with client goals.
  • Research performance and costs to support portfolio ideas and adjustments.
  • Collaborate with advisors to deliver ongoing financial planning and reviews.
  • Support outreach, referrals, and community engagement to grow the practice.

Skills

Relationship building
Sales experience
Interpersonal communication
Self-motivation
Clear communication

Education

Bachelor's degree

Tools

MoneyGuide
Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor in Minnesota to partner with a financial advisor and a practice team. You will deliver personalized financial strategies and exceptional client service while sourcing new clients and maintaining strong client relationships.

Applicants should be prepared to obtain Series 7, Series 66, and state licenses within three months, with firm-sponsored licensing support. This full-time role emphasizes growth, client outcomes, and community impact.

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