Junior Financial Planner & Client Growth Associate

Edward Jones; Bloomington (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Bloomington, IL, is seeking an Associate Financial Advisor to partner with the financial advisor and practice team in delivering personalized financial planning and exceptional client service.

You will source new clients, deepen relationships, and guide clients through financial strategies, while working toward Series 7/66 and state insurance licenses with full sponsor support. This is a growth-oriented, client-centric role suited for driven professionals.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services or related field.
• Experience in sales, business development, or client relationship management.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire.
• Strong interpersonal communication and self-motivation.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Prepare analyses and modeling to align investments with client goals and life events.
• Research performance, allocation, and costs to guide portfolio strategy and proposals.
• Partner with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow the client base and practice.

Skills

Bachelor's degree

Sales experience

Communication skills

Self-motivation

Licensing (Series 7/66)

Financial planning software

Digital engagement tools

MoneyGuide

Salesforce

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones in Bloomington, IL, is seeking an Associate Financial Advisor to partner with the financial advisor and practice team in delivering personalized financial planning and exceptional client service.

You will source new clients, deepen relationships, and guide clients through financial strategies, while working toward Series 7/66 and state insurance licenses with full sponsor support. This is a growth-oriented, client-centric role suited for driven professionals.