Growth-Focused Financial Advisor Associate

Edward Jones; Inman (SC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and Vision

401k retirement plan

Paid holidays

Vacation

Job summary

Edward Jones invites motivated professionals to join as an Associate Financial Advisor. This role focuses on building client relationships, gathering financial information, and delivering personalized financial plans.

You’ll support analysis, scenario modeling, and portfolio guidance under the guidance of seasoned advisors. Expect a performance-driven environment with sponsorship for licenses (Series 7/66 and state licenses within three months) and opportunities for long-term growth as you

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Experience in sales, business development, client relationships, or roles requiring interpersonal skills.

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans.
• Prepare analysis and model scenarios to align investments with client goals and life events.
• Research performance and costs to guide portfolio strategy and proposals.
• Partner with the financial advisor to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow client base and promote relationship-based planning.

Skills

Relationship-building

Sales experience

Communication skills

Licensing readiness

Financial software familiarity

Bachelor's degree or equivalence

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones invites motivated professionals to join as an Associate Financial Advisor. This role focuses on building client relationships, gathering financial information, and delivering personalized financial plans.

You’ll support analysis, scenario modeling, and portfolio guidance under the guidance of seasoned advisors. Expect a performance-driven environment with sponsorship for licenses (Series 7/66 and state licenses within three months) and opportunities for long-term growth as you