Associate Financial Advisor

Posting will remain open for 30 days from 14‑Sep‑2026 and may close early due to applicant volume.

About the role

Edward Jones is a Fortune 500 financial services firm with over 9 million clients and 20 000 financial advisors across the U.S. and Canada. The firm emphasizes purpose, inclusion, and a partnership‑focused culture. As an Associate Financial Advisor you will work with a practice team to deliver personalized financial strategies and exceptional client service.

Responsibilities

• 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 aligning 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 line 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.

Requirements

• Bachelor’s degree, equivalent professional experience, or a background in financial services, sales, or a related field that develops relationship‑building and results‑orientation.
• 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; accountability in a performance‑oriented environment.
• Clear, confident communication skills with 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 (licensing fully sponsored and supported).
• Comfort learning and applying financial planning software and digital engagement tools.

Preferred Qualifications

• Partial securities licensing (e.g., SIE exam) is a plus.
• 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.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Voluntary benefits (accident, hospital indemnity, critical illness).
• Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost to associates.
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• Ten paid holidays, 15 days of vacation for new associates (effective Jan 1), sick time, personal days, and a paid volunteer day.
• Eligibility for bonuses, profit sharing, and merit‑based salary increases.
• Employee Assistance Program.