Growth-Oriented Financial Advisor Associate

Edward Jones; O'Fallon (IL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401k plan

Paid holidays

Paid vacation

Volunteer time off

Job summary

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

The role emphasizes sourcing new clients, building relationships, and contributing to the practice's growth, with licensing sponsorship and a path toward CFP designation.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services
• Strong interpersonal communication and relationship-building abilities
• Self-motivated with a results-driven mindset
• Ability to translate complex financial concepts into client-friendly language
• Willingness to obtain Series 7, Series 66, and state licenses within three months

Responsibilities

• Build and deepen client relationships by sourcing opportunities and guiding personalized financial plans
• Support comprehensive financial planning with analysis and scenario modeling
• Guide portfolio strategy and implementation aligned with client goals
• Collaborate with advisors and support teams to deliver ongoing financial planning
• Contribute to growth through outreach, referrals, and community engagement

Skills

Relationship building

Interpersonal communication

Self-motivation

Clear communication

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

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

The role emphasizes sourcing new clients, building relationships, and contributing to the practice's growth, with licensing sponsorship and a path toward CFP designation.