Junior Financial Advisor: Build Clients & Plans

Edward Jones; Gilbert (AZ); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical & prescription drug coverage

Dental & vision benefits

401(k) retirement plan

Job summary

Edward Jones in Gilbert, AZ is seeking an Associate Financial Advisor to partner with a financial advisor and the practice team. You will source and manage relationships, help build personalized financial plans, and guide investment strategies with ongoing client service.

The role requires a bachelor's degree, strong communication skills, and a drive to achieve goals. Licensing sponsorship (Series 7/66 and state licenses) is provided by Edward Jones as you progress.

Qualifications

• Bachelor's degree or equivalent professional experience with ability to build relationships and achieve results.
• Experience in sales, business development, or client relationship management.
• Willingness to obtain financial licenses and learn planning software.

Responsibilities

• Build and deepen client relationships, gather financial information, and advance personalized plans.
• Prepare analyses, model scenarios, and align investments with client goals.
• Research performance and costs, prepare proposals, and adjust strategies with guidance.
• Support ongoing financial planning and client reviews with the advisor and team.
• Contribute to growth through outreach and referrals to introduce clients to planning services.

Skills

Client relationships

Sales experience

Communication skills

Interpersonal skills

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Gilbert, AZ is seeking an Associate Financial Advisor to partner with a financial advisor and the practice team. You will source and manage relationships, help build personalized financial plans, and guide investment strategies with ongoing client service.

The role requires a bachelor's degree, strong communication skills, and a drive to achieve goals. Licensing sponsorship (Series 7/66 and state licenses) is provided by Edward Jones as you progress.