Associate Financial Advisor

Job overview

The Associate Financial Advisor is an onsite position in Columbus, WI. This role is with Edward Jones, a Fortune 500 financial services firm. Compensation is not specified in the posting. This role exists to support the practice team in delivering personalized financial strategies. The associate collaborates with financial advisors to source new clients, build relationships, and contribute to the overall business outcomes of the practice.

What you'll do

• Build and deepen client relationships
• Support comprehensive financial planning
• Guide portfolio strategy and implementation
• Partner with the financial advisor to deliver ongoing planning
• Contribute to client and practice growth.

What we're looking for

Skills & competencies

full-time

day shift

columbus wi

edward jones

financial advisor

finance

onsite

no on-call

no weekends

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k retirement plan, 15 days of vacation, sick time, and bonuses.

Why this role

Fortune 500 company; Privately-owned; Focus on personalized financial advice.

About the employer

Edward Jones is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.