Growth-Focused Associate Financial Advisor

Edward Jones; Wake Forest (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones in Wake Forest, NC is seeking an Associate Financial Advisor to join a high performing branch. You’ll collaborate with one or more financial advisors to deliver personalized financial strategies and exceptional client service.

This salaried role requires a bachelor's degree or equivalent experience, a drive to achieve goals, strong communication, and willingness to obtain Series 7, 66, and state licenses within three months.

Qualifications

• A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
• Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment
• Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully 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, 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

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Communication skills

Education

Bachelor's degree

Job description

Edward Jones in Wake Forest, NC is seeking an Associate Financial Advisor to join a high performing branch. You’ll collaborate with one or more financial advisors to deliver personalized financial strategies and exceptional client service.

This salaried role requires a bachelor's degree or equivalent experience, a drive to achieve goals, strong communication, and willingness to obtain Series 7, 66, and state licenses within three months.