Finance Jobs in Almont, CO

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Associate Financial Advisor

Edward Jones Almont, CO

Almont, CO

Today

Full time Marketing Advisor Associate Financial Advisor

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Job Description

Edward Jones is seeking an Associate Financial Advisor in Almont, CO to work onsite and help deliver tailored financial strategies for clients. In this role, you will collaborate closely with financial advisors and client support teammates, combining relationship building with planning and portfolio support to advance client outcomes.

What you’ll do

Build and deepen client relationships by supporting discovery conversations, collecting key financial information, and helping move personalized financial plans forward based on client goals and priorities
Support comprehensive financial planning through analysis and scenario modeling, helping align investments to client goals, major life events, and long-term priorities
Contribute to portfolio strategy and implementation by researching performance, allocation, and costs, preparing proposals, and supporting investment adjustments in line with suitability and firm guidance
Partner with the financial advisor and practice team to provide ongoing planning support, including monitoring progress, preparing reviews, and adjusting strategies as client needs change
Help drive client and practice growth through outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience

What you bring

A bachelor’s degree (or equivalent professional experience), or background in financial services, sales, or another area that demonstrates relationship-building and results
Demonstrated experience in sales, business development, client relationship management, or a position requiring strong interpersonal communication skills
Self-motivation and a strong drive to achieve goals, with accountability 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, with licensing fully sponsored and supported by Edward Jones
Comfort learning and applying financial planning software and digital engagement tools

Tools you may use

MoneyGuide
Salesforce

Benefits

Culture of continuous improvement and professional development
Medical and prescription drug coverage
Dental and vision coverage
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life and basic AD&D coverage provided at no cost to associates
401k retirement plan
Tax-advantaged accounts: health savings account and 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
Paid day for volunteerism
Associates may be eligible for bonuses and profit sharing
Employee Assistance Program

What could set you apart

Partial securities licensing (such as the SIE exam)
3–5 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

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