Associate Financial Advisor - Newport Beach, CA

Edward Jones•Newport Beach, CA

5d•Onsite

About The Position

Demand for personalized financial advice is high, and qualified financial advisors are in short supply. This role offers the opportunity to build a meaningful career with firm-wide support and long-term growth potential. As an associate financial advisor at Edward Jones, you will collaborate with a broader practice team, including financial advisors and client support teammates, to deliver personalized financial strategies and exceptional client service. You will 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.
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.