Growth-Focused Associate Financial Advisor

Edward Jones; Cooksville (IL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Licensing sponsorship

Career development

Job summary

Edward Jones in the United States seeks an Associate Financial Advisor to deliver personalized financial strategies and exceptional client service with a collaborative practice team. You’ll source new clients, build strong relationships, and contribute to the practice’s growth and outcomes.

You will need a bachelor’s degree or equivalent experience, strong sales and communication skills, and be willing to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored

Qualifications

• Bachelor degree, or equivalent professional experience in financial services or related field.
• Experience in sales, business development, client relationships, or roles requiring interpersonal communication skills.
• Self-motivation and drive to achieve goals in a performance-focused environment.
• Clear, confident communication skills to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire; licensing is sponsored and supported by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support comprehensive financial planning with analysis, modeling scenarios, and aligning investments to client goals and life events.
• Guide portfolio strategy and implementation by researching performance, allocations, and costs; prepare proposals and adapt to client needs.
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including reviews and adjustments.
• Contribute to client and practice growth by aiding outreach, referrals, and community engagement.

Skills

Relationship building

Sales skills

Communication skills

Self-motivation

Education

Bachelor's degree

Tools

Salesforce

MoneyGuide

Job description

Edward Jones in the United States seeks an Associate Financial Advisor to deliver personalized financial strategies and exceptional client service with a collaborative practice team. You’ll source new clients, build strong relationships, and contribute to the practice’s growth and outcomes.

You will need a bachelor’s degree or equivalent experience, strong sales and communication skills, and be willing to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored