Jobs · Finance · Wisconsin

Associate Financial Advisor

Edward Jones · Horicon, WI · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: About the role? Actually we need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content. We need to parse the posting. The posting includes: - Intro: "This job posting is anticipated to remain open for 30 days, from 11-Sep-2026. The posting may close early due to the volume of applicants." That's metadata; we can fold into a short

or drop. Probably include as a short paragraph. - Then "Join a financial services firm where your contributions are valued." etc. That's about the company, maybe "About the role" or "About the company". The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections to include. We have content about responsibilities: "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. What you’ll do? ..." Then bullet list of duties. Thus we can have a Responsibilities section with
  • each duty. Then "What experience you’ll need?" That's requirements/qualifications. Could be Requirements or Qualifications. We'll have a Requirements section (maybe combine). The posting also has "What could set you apart?" which could be Qualifications or Skills. We'll treat as Qualifications (preferred qualifications) or Skills. We also have benefits: "As a salaried professional, you can also expect… A culture of continuous improvement and professional developmentFull-time Associates receive the following benefits:Edward Jones' 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. Edward Jones observes ten paid holidays and provides 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page." Thus we have Benefits section. Pay: "You'll be competitively compensated… 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." But no actual numbers given. The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Here Pay section mentions "hiring minimum and maximum range shown below is a subset of the total pay range" but no actual numbers are shown. It's vague. It might be considered placeholder. Since no actual numbers, we should not create a Pay section. Similarly Schedule: no mention of schedule (full-time implied but not explicit). Could infer full-time but not explicitly stated. The instruction: only create Schedule if posting actually states them. It doesn't state schedule explicitly, though mentions full-time associates receive benefits. Could infer full-time but not explicit. Safer to omit Schedule. Thus sections: About the role (maybe company overview), Responsibilities, Requirements (or Qualifications), Skills (maybe "What could set you apart?"), Benefits. We need to avoid repeating job title as heading. Not needed. We need to preserve all substantive information; do not invent or summarize away detail. Must keep details. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. There's an EEO statement: "Edward Jones 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." That's boilerplate; remove. Also duplicated lines: maybe the "Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones" repeated for Canada. That's likely boilerplate; remove. Also "View our Purpose, Inclusion and Citizenship Report." maybe keep? It's part of company description; could be considered substantive? It's a link; but we can keep as part of About the role. We need to keep the licensing requirement: "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" Also "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." Also "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" Also "What could set you apart?" includes those. We need to keep the responsibilities list exactly as given. Let's extract responsibilities bullet points: - 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 We need to preserve them exactly. Now requirements: "What experience you’ll need?" bullet-ish sentences: - 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 We could put these in a Requirements section. Qualifications/Skills: "What could set you apart?" includes: - 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 We could treat as Qualifications (preferred) or Skills. Since we already have Requirements, we can have a Qualifications section for these. Now Benefits: we need to capture all benefits details. Let's extract benefits paragraph: "As a salaried professional, you can also expect… A culture of continuous improvement and professional developmentFull-time Associates receive the following benefits:Edward Jones' 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. Edward Jones observes ten paid holidays and provides 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page." We need to keep that as prose in

    . Possibly split into sentences but keep as is. Now About the role / company overview: The initial paragraphs: "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. Behind everything we do is our purpose: We 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. 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. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. There's power in partnership. It's how we work — and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater — and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential." We can keep that as About the role (or About the company). We'll use

    About the role

    and put that prose in

    . Need to ensure we don't repeat job title. Also the initial line about posting duration: "This job posting is anticipated to remain open for 30 days, from 11-Sep-2026. The posting may close early due to the volume of applicants." We can fold into a short

    maybe before About the role. Now we must not include any boilerplate like EEO, awards, etc. Now output HTML fragment only. Structure:

    This job posting is anticipated to remain open for 30 days, from 11-Sep-2026. The posting may close early due to the volume of applicants.

    About the role

    [company overview text]

    Responsibilities

    • ...
    • ...

    Requirements

    • ...
    • ...

    Qualifications

    • ...
    • ...

    Benefits

    [benefits text]

    We must not add extra sections like Pay or Schedule. Check that we haven't missed any substantive info: The line "As a salaried professional

Similar jobs