Impact-Driven Financial Advisory Associate

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

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Bonuses and profit sharing

Employee Assistance Program

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to join a collaborative practice team. You will source new clients, build and maintain relationships, and deliver personalized financial plans with strong client service.

You'll work with financial advisors to guide strategy, monitor progress, and adjust plans as client needs evolve, while pursuing required licenses with firm support.

Qualifications

• Bachelor's degree or equivalent experience in financial services or sales.
• Experience in sales, business development, or client relationship management.
• Strong personal accountability and goal-driven performance.
• Clear, confident communication simplifying complex concepts.
• Willingness to obtain Series 7, Series 66, and state licenses within three months.
• Experience using financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships through discovery conversations and financial planning.
• Prepare analyses and modeling to align investments with client goals.
• Research performance, allocation and costs; prepare proposals and adjustments.
• Partner with the advisor and team to deliver ongoing planning and reviews.
• Support outreach, referrals, and community engagement to grow the client base.

Skills

Interpersonal communication

Self-motivation

Goal orientation

Verbal communication

Sales experience

Education

Bachelor's degree in finance or related field

CFP designation (or progress toward it)

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to join a collaborative practice team. You will source new clients, build and maintain relationships, and deliver personalized financial plans with strong client service.

You'll work with financial advisors to guide strategy, monitor progress, and adjust plans as client needs evolve, while pursuing required licenses with firm support.