Junior Financial Advisor - Growth Path & Licensing Support

Edward Jones; Bellingham (WA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor to work with a practice team, building client relationships and delivering personalized financial planning. You will source new clients, manage client relationships, and support strategy implementation under the guidance of a senior advisor.

The role requires a bachelor's degree or equivalent experience, strong communication, and sales skills. Licensing (Series 7, 66 and state insurance) is sponsored and supported by Edward Jones; a

Qualifications

• Bachelor's degree or equivalent experience in financial services, sales, or related field.
• Proven ability to build relationships and achieve results.
• Strong interpersonal communication and self-motivation.
• Willingness to obtain required licenses (Series 7, Series 66, and state insurance) within three months; licensing is sponsored by Edward Jones.

Responsibilities

• Source new clients and build client relationships; deliver personalized financial strategies.
• Partner with the advisor and practice team to provide ongoing financial planning and client service.
• Support outreach, referrals, and community engagement to grow the practice.

Skills

Relationship building

Client service

Sales experience

Communication skills

Motivation & goal-driven

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor to work with a practice team, building client relationships and delivering personalized financial planning. You will source new clients, manage client relationships, and support strategy implementation under the guidance of a senior advisor.

The role requires a bachelor's degree or equivalent experience, strong communication, and sales skills. Licensing (Series 7, 66 and state insurance) is sponsored and supported by Edward Jones; a