Junior Financial Advisor: Build Client Relationships

Edward Jones; Sarasota (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k retirement plan

Paid holidays & vacation

Bonuses & profit sharing

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to collaborate with financial advisors and client support teams to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s growth.

The role requires building a practice, pursuing licenses within three months (Series 7/66 and state insurance), and leveraging planning tools to guide client conversations.

Qualifications

• A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results.
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
• Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment.
• Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - licensing is fully sponsored and supported by Edward Jones.
• Comfort learning and applying financial planning software and digital engagement tools.

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

Relationship building

Sales experience

Communication skills

Self-motivation

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in the United States is seeking an Associate Financial Advisor to collaborate with financial advisors and client support teams to deliver personalized financial strategies and exceptional client service. You will source new clients, build relationships, and contribute to the practice’s growth.

The role requires building a practice, pursuing licenses within three months (Series 7/66 and state insurance), and leveraging planning tools to guide client conversations.