Growth‑Minded Associate Financial Advisor

Edward Jones; Morrisonville (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones is seeking an Associate Financial Advisor to join a client-focused practice in the United States. You will work with one or more financial advisors and the support team to design personalized financial strategies and deliver exceptional service.

The role emphasizes sourcing new clients, building relationships, and contributing to the practice’s growth, with company-sponsored licensing paths (Series 7, 66, and state insurance) within three months of hire.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Experience in sales, business development, or client relationship management.
• Ability to build relationships and achieve results in a performance-driven environment.

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

Interpersonal communication

Self-motivation

Relationship building

Goal orientation

Education

Bachelor's degree or equivalent experience

Job description

Edward Jones is seeking an Associate Financial Advisor to join a client-focused practice in the United States. You will work with one or more financial advisors and the support team to design personalized financial strategies and deliver exceptional service.

The role emphasizes sourcing new clients, building relationships, and contributing to the practice’s growth, with company-sponsored licensing paths (Series 7, 66, and state insurance) within three months of hire.