Junior Financial Advisor | Client Planning & Growth

Edward Jones; Beaver Dam (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones in Beaver Dam, WI is seeking a driven financial services professional to build lasting client relationships and guide personalized financial plans. You will support discovery conversations, analyze investments, and prepare recommendations aligned with client goals.

This salaried role offers licensing sponsorship and growth opportunities within a supportive, mission-driven firm. As a Financial Advisor Associate, you will collaborate with experienced colleagues to deliver

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in sales, business development or client relationship management.
• Strong communication skills and self-motivation to hit targets.
• Willingness to obtain Series 7, Series 66 and state licenses within 3 months (sponsored).

Responsibilities

• Build and deepen client relationships through discovery conversations and financial planning.
• Prepare analyses, scenarios and align investments with client goals.
• Research performance and costs to guide portfolio strategy and proposals.
• Partner with financial advisor and team to deliver ongoing financial planning.
• Support outreach and referrals to grow the client base.

Skills

Sales

Relationship building

Interpersonal comms

Communication skills

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Beaver Dam, WI is seeking a driven financial services professional to build lasting client relationships and guide personalized financial plans. You will support discovery conversations, analyze investments, and prepare recommendations aligned with client goals.

This salaried role offers licensing sponsorship and growth opportunities within a supportive, mission-driven firm. As a Financial Advisor Associate, you will collaborate with experienced colleagues to deliver