Associate Financial Advisor - Colorado Springs, CO

Edward Jones•Colorado Springs, CO

1d•Onsite

About The Position

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. As an associate financial advisor at Edward Jones, you’ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes.

Requirements

A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment
Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations
Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully sponsored and supported by Edward Jones
Comfort learning and applying financial planning software and digital engagement tools

Nice To Haves

Partial securities licensing (such as the SIE exam) is a genuine plus - but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you
3–5 years of experience in financial services, investment advisory or wealth management
CFP® (Certified Financial Planner) designation or active progress toward it
Familiarity with financial planning tools such as MoneyGuide or Salesforce

Responsibilities

Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long‑term priorities
Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience