Associate Financial Advisor

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

About the Role

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

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 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 alignment 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

• A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has 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 skills
• Self-motivation and a strong drive to achieve goals — you hold yourself accountable and thrive in a performance-oriented environment
• Clear, confident communication skills — able 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 — all licensing is fully sponsored and supported by Edward Jones
• Comfort learning and applying financial planning software and digital engagement tools

Qualifications

• Partial securities licensing (such as the SIE exam) is a genuine plus — but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you.
• 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

Skills

None specified in the job posting.

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates
• Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
• Associates may be eligible for bonuses and profit sharing
• All associates are eligible for the firm's Employee Assistance Program

Pay

Competitive compensation provided for using, not obtaining, the rating.

Schedule

Full-time position.