Associate Financial Advisor at Edward Jones — NeverHard
Associate Financial Advisor at Edward Jones in Bloomington, McLean County. Skills: CRM, Client Relationship Management, Financial Planning, Investment Management, Wealth Management. Apply on NeverHard.
Company
Edward Jones
Location
Bloomington, McLean County
Type
full_time
Required skills:
CRM
Client Relationship Management
Financial Planning
Investment Management
Wealth Management
Edward Jones seeks an Associate Financial Advisor to support client relationships and help deliver personalized investment, retirement, and wealth management strategies. In this role, you will assist with financial plan preparation, conduct portfolio reviews, and provide research-based recommendations under the guidance of a lead Financial Advisor. You will help manage client meetings, handle account service requests, and use CRM tools to track activity. Edward Jones offers comprehensive traini…