Junior Financial Advisor — Build Client Wealth & Growth

Edward Jones; Portland (OR); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones in Portland, OR is seeking an Associate Financial Advisor to join the practice team and deliver personalized financial strategies with clients. You will collaborate with one or more financial advisors to source new clients and build lasting relationships while supporting planning and investment recommendations.

The role offers a path to licensing (Series 7/66) with full sponsorship, a strong culture of development, and long-term growth potential within a nationally recognized firm.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Strong interpersonal communication and relationship-building skills.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing sponsored by Edward Jones.

Responsibilities

• Build and deepen client relationships through discovery and planning.
• Support financial planning by analyzing data and modeling scenarios.
• Shape portfolio strategy and recommendations aligned with client goals.
• Collaborate with advisors to deliver ongoing financial planning and reviews.
• Contribute to client growth via outreach and referrals.

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Clear communication

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Portland, OR is seeking an Associate Financial Advisor to join the practice team and deliver personalized financial strategies with clients. You will collaborate with one or more financial advisors to source new clients and build lasting relationships while supporting planning and investment recommendations.

The role offers a path to licensing (Series 7/66) with full sponsorship, a strong culture of development, and long-term growth potential within a nationally recognized firm.