Associate Financial Advisor - Windsor Heights, IA

Windsor Heights

118844

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.

• 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

• 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

• 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

• Partial securities licensing (such as the SIE exam) is a genuine plus
  -but…