Associate Financial Advisor

About the role

This job posting is anticipated to remain open for 30 days, from 05-Jul-2026. The posting may close early due to the volume of applicants. 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.

Responsibilities

• Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
• Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
• Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
• Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
• Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
• Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
• Continually develop yourself to grow personally and professionally.

Requirements

• A High School Diploma/Equivalent required; Bachelor’s degree preferred
• Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
• At least 3-5 years of relevant experience in securities industry preferred
• FINRA licenses required within three months.
• State insurance licenses required

Qualifications

• High School Diploma/Equivalent required
• Bachelor’s degree preferred
• Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
• At least 3-5 years of relevant experience in securities industry preferred
• FINRA licenses required within three months.
• State insurance licenses required

Skills

• Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
• Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
• Resilience and adaptability in a nimble learning environment
• Attention to detail, strong organizational and time management skills

Benefits

• Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program
• A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
• A culture of continuous improvement and professional development
• Full-time Associates receive the following benefits:
• 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
• Edward Jones' compensation and benefits package includes health savings account, and flexible spending account
• 10 paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
• Associates may be eligible for bonuses and profit sharing
• All associates are eligible for the firm's Employee Assistance Program

Pay

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.

Schedule

Edward Jones does not specify the exact schedule for this position.

Company Information

• Edward Jones is a Fortune 500¹ company.
• Edward Jones is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
• Edward Jones associates are seen, heard, respected, and supported.
• Edward Jones is committed to diversity and inclusion, and does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.