Financial Advisory Associate: Grow Client Wealth & Plans

Edward Jones; Rochelle (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

401k retirement plan

Paid time off

Employee Assistance Program

Job summary

Edward Jones is seeking a motivated financial professional to build deep client relationships, support personalized financial plans, and guide portfolio strategy with the help of senior advisors. You will analyze scenarios, tailor investment approaches, and help clients pursue long-term goals in a collaborative team setting.

The role emphasizes proactive outreach, ongoing planning support, and responsible advisory practices within a growth-oriented, client-centered culture at Edward Jones.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Experience in sales, client relationship management, or roles requiring strong interpersonal communication.
• Self-motivation and drive to achieve goals in a performance-oriented environment.
• Ability to communicate clearly and guide meaningful client conversations.
• 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

Sales experience

Interpersonal skills

Self-motivation

Communication skills

Financial software familiarity

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking a motivated financial professional to build deep client relationships, support personalized financial plans, and guide portfolio strategy with the help of senior advisors. You will analyze scenarios, tailor investment approaches, and help clients pursue long-term goals in a collaborative team setting.

The role emphasizes proactive outreach, ongoing planning support, and responsible advisory practices within a growth-oriented, client-centered culture at Edward Jones.