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Associate Financial Advisor - Client-Focused & Strategy

Job in Edmonds, Snohomish County, Washington, 98020, USA
Listing for: Role, Inc.
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Associate Financial Advisor - Client-Focused Growth & Strategy

Edward Jones in Washington, Edmonds, United States seeks an Associate Financial Advisor. You will gather client information, design personalized financial strategies, and meet clients regularly to monitor progress and adjust plans. Collaboration with attorneys, accountants, and trust officers helps align goals with client needs.

Ongoing training and licensure requirements are part of the role. The position emphasizes community engagement, referrals, and development within a full-time framework,

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Position Requirements
10+ Years work experience
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