Senior Financial Advisor: Wealth & Retirement Strategy

American Accounting Association; Columbia Township (MO); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Edward Jones is seeking an experienced Financial Advisor in Columbia, Missouri to provide personalized investment, retirement, and wealth management strategies for individuals and small businesses. You will build client relationships, analyze goals, and tailor portfolios while upholding regulatory standards and Edward Jones's client-first culture.

You will collaborate with a branch team to grow the practice through proactive prospecting, referrals, and community networking, delivering

Qualifications

• Proven experience in financial planning and investment portfolio management.
• Strong retirement planning and wealth management knowledge.
• Experience assessing risk and regulatory compliance with FINRA/SEC.
• Familiarity with CRM software and data-driven financial analysis.
• Effective client presentation and sales/business development skills.

Responsibilities

• Provide comprehensive financial planning and investment advice to individual and small business clients
• Assess client goals, risk tolerance, and time horizon to design tailored portfolios and strategies
• Monitor and rebalance client portfolios, recommending adjustments as markets and life events change
• Develop new business through prospecting, referrals, and community networking
• Maintain detailed client records and utilize CRM tools to manage pipelines and follow-ups
• Ensure full compliance with FINRA, SEC, and firm policies and procedures
• Collaborate with branch team members to deliver high-quality client service
• Prepare and deliver clear, data-driven financial proposals and reviews
• Support clients with retirement, education, tax-aware, and estate planning strategies
• Pursue ongoing professional development and maintain required licenses

Skills

Financial planning

Investment portfolio management

Retirement planning

Wealth management

Risk assessment

Regulatory compliance (FINRA/SEC)

CRM software

Sales & business development

Data-driven financial analysis

Client presentation skills

Job description

Edward Jones is seeking an experienced Financial Advisor in Columbia, Missouri to provide personalized investment, retirement, and wealth management strategies for individuals and small businesses. You will build client relationships, analyze goals, and tailor portfolios while upholding regulatory standards and Edward Jones's client-first culture.

You will collaborate with a branch team to grow the practice through proactive prospecting, referrals, and community networking, delivering