Associate Financial Advisor - Madison, WI
Edward Jones
About The Position
As an Associate Financial Advisor at Edward Jones, you will work with a practice team that may include 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 will help source new clients, build and maintain client relationships, and contribute to the practice’s business outcomes. The role supports discovery conversations, financial planning, portfolio strategy and implementation, ongoing reviews, and outreach to support practice growth.
Requirements
- A bachelor’s degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed relationship-building and results-achievement skills.
- Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
- Self-motivation, accountability, and a strong drive to achieve goals in a performance-oriented environment.
- Clear, confident communication skills, including the ability 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; 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.
- Three to five 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 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 with clients’ 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 provide ongoing financial planning, monitor progress, prepare reviews, and adjust strategies as client needs evolve.
- Contribute to client and practice growth through outreach, referrals, and community engagement that introduces clients to relationship-based financial planning.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage at no cost to associates
- Basic life and basic AD&D coverage at no cost to associates
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time and personal days
- A paid day for volunteerism
- Potential eligibility for bonuses and profit sharing
- Employee Assistance Program
- Professional development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
