Associate Financial Advisor

This job posting is anticipated to remain open for 30 days from 04-Aug-2026 and may close early due to the volume of applicants.

About the firm

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re a privately-owned firm focused on our clients rather than shareholder returns. Our purpose is to partner for positive impact—to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

About the role

As an associate financial advisor at Edward Jones, you’ll work with the broader practice team—collaborating with one or more financial advisors and client support teammates—to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships, and contributing to the practice’s overall business outcomes.

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 (preferred)

• Partial securities licensing (such as the SIE exam).
• 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

Full-time associates receive the following benefits:

• Medical and prescription drug coverage.
• Dental and vision insurance.
• 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).
• 401k retirement plan.
• Tax-advantaged accounts: health savings account and flexible spending account.
• Ten 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.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.

Pay

The hiring minimum and maximum range shown 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.