Associate Financial Advisor

Edward Jones seeks an Associate Financial Advisor to support client relationships and help deliver personalized investment, retirement, and wealth management strategies. In this role, you will assist with financial plan preparation, conduct portfolio reviews, and provide research-based recommendations under the guidance of a lead Financial Advisor. You will help manage client meetings, handle account service requests, and use CRM tools to track activity. Edward Jones offers comprehensive training, support for licensing, and a collaborative culture focused on integrity, inclusion, and long-term client success.

Responsibilities

• Support lead advisors in developing and maintaining client financial plans
• Assist with investment research, portfolio construction, and ongoing reviews
• Prepare for and participate in client meetings, documenting follow-ups and action items
• Handle day-to-day client service requests, account changes, and inquiries
• Use CRM and planning tools to track client interactions and pipeline activity
• Ensure adherence to firm policies, regulatory requirements, and compliance standards
• Collaborate with branch team to execute marketing, prospecting, and client outreach activities
• Analyze client goals, risk tolerance, and cash flows to support recommendations

Required Skills

• Financial analysis
• Investment products knowledge
• Retirement planning
• Wealth management
• CRM software
• Regulatory and compliance knowledge
• Portfolio review and reporting
• Prospecting and lead generation
• Data and cash-flow analysis
• Presentation and client communication