Financial Planning Associate: Build Relationships & Impact

Edward Jones; Atlanta (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Illinois is hiring an Associate Financial Advisor to partner with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You will help source new clients, build and maintain relationships, and contribute to the practice’s overall business outcomes while pursuing required licenses and expanding planning skills. This is a salary-based, growth-minded role with long-term opportunity.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field
• Demonstrated experience in sales, business development, client relationship management, or similar role
• Self-motivation and a strong drive to achieve goals in a performance-oriented environment
• Clear, confident communication skills to simplify complex concepts for clients
• Will need to obtain Series 7, Series 66, and state licenses within three months of hire; licensing is sponsored by Edward Jones
• Comfort using financial planning software and digital engagement tools

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and advancing personalized financial plans
• Support comprehensive financial planning by preparing analyses, modeling scenarios, and aligning investments with client goals
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals and adjustments
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress and conducting reviews
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based planning experience

Skills

Interpersonal communication

Relationship building

Goal oriented

Clear communication

Financial planning software

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Illinois is hiring an Associate Financial Advisor to partner with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

You will help source new clients, build and maintain relationships, and contribute to the practice’s overall business outcomes while pursuing required licenses and expanding planning skills. This is a salary-based, growth-minded role with long-term opportunity.