Associate Financial Advisor

Posting open for 30 days from 11‑Sep‑2026; may close early due to applicant volume.

About the role

As an Associate Financial Advisor at Edward Jones you will work with a practice team—collaborating with financial advisors and client support teammates—to deliver personalized financial strategies and exceptional client service. You will partner with the financial advisor to source new clients, build and maintain relationships, and contribute to the practice’s business outcomes.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and advancing personalized financial plans aligned with client goals.
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align 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‑driven skills.
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication.
• 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 for clients.
• 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.

Compensation

Competitive salary with a hiring minimum and maximum range that represents a subset of the total pay range, plus opportunities for merit‑based increases, bonuses, and profit sharing.