Growth-Oriented Financial Advisor Associate

Edward Jones

Hutchinson (KS)

On-site

USD 60,000 - 90,000

Full time

5 days ago
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Benefits offered by this job

Medical and prescription drug
Dental and vision
Disability insurance
401k retirement plan
Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to partner with financial advisors and clients to deliver personalized financial strategies. You will source new clients, build relationships, and contribute to the practice’s growth in a collaborative, client‑focused environment.

The role includes ongoing financial planning, modeling scenarios, and ensuring recommendations align with client goals.

Qualifications

  • A bachelor's degree, equivalent professional experience, or a background in financial services or related fields.
  • Experience in sales, business development, or client relationship management with strong interpersonal skills.
  • Self-motivation and goal orientation; capable of working in a performance-driven environment.
  • Clear communication; ability to simplify complex concepts for clients.
  • Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing sponsored by Edward Jones.
  • Comfort using financial planning software and digital engagement tools.

Responsibilities

  • Build and deepen client relationships by supporting discovery conversations and planning.
  • Support comprehensive financial planning by analyzing scenarios and aligning investments.
  • Guide portfolio strategy and implement proposals in line with guidance.
  • Collaborate with the advisor and team to monitor progress and adjust plans.
  • Contribute to growth through outreach, referrals, and community engagement.

Skills

Bachelor's degree
Relationship building
Sales & business development
Communication skills

Education

Bachelor's degree or higher

Tools

MoneyGuide
Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to partner with financial advisors and clients to deliver personalized financial strategies. You will source new clients, build relationships, and contribute to the practice’s growth in a collaborative, client‑focused environment.

The role includes ongoing financial planning, modeling scenarios, and ensuring recommendations align with client goals.

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