Finance Jobs in Indian Wells, CA

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Associate Financial Advisor

Edward Jones Indian Wells, CA

Indian Wells, CA

Today

Full time Advisor Asset & Wealth Management Associate Financial Advisor

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Job Description

Edward Jones is seeking an Associate Financial Advisor in Indian Wells, CA to support financial advisors and client service teams in delivering personalized planning and relationship-centered guidance.

Key Responsibilities

Support discovery conversations to build and deepen client relationships, collect key financial information, and help advance personalized financial plans tied to client goals and priorities
Assist with comprehensive financial planning by preparing analysis, building scenario models, and helping align investment approaches to life events, goals, and long-term priorities
Contribute to portfolio strategy and implementation through research on performance, allocation, and costs; preparing proposals; and supporting investment adjustments consistent with suitability and firm guidance
Partner with the financial advisor and practice team to deliver ongoing planning, including monitoring progress, preparing reviews, and updating strategies as client needs evolve
Help drive client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to relationship-based financial planning

Requirements

Bachelor's degree (or equivalent professional experience), with a background that 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
Self-motivation and a goal-driven mindset with accountability in a performance-oriented environment
Clear, confident communication skills, including the ability to simplify complex concepts and lead meaningful client conversations
Ability to obtain Series 7, Series 66, and applicable state insurance licenses within three months of hire (Edward Jones sponsors and supports licensing)
Comfort learning and applying financial planning software and digital engagement tools

Tools & Technologies

MoneyGuide
Salesforce

Benefits

Medical and prescription drug coverage
Dental
Vision
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 January 1 each year
Sick time
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 (for example, the SIE exam)
3–5 years of experience in financial services, investment advisory, or wealth management
CFP® designation or active progress toward it
Familiarity with financial planning tools such as MoneyGuide or Salesforce

Professional Development

Culture of continuous improvement and professional development

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