Associate Financial Advisor

This job posting is anticipated to remain open for 30 days from 19‑Oct‑2026 and may close early due to applicant volume.

About the role

Edward Jones is a Fortune 500 financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. As a privately‑owned partnership, the firm focuses on clients rather than shareholder returns, guided by its purpose: “We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.” The culture emphasizes innovation, flexibility, inclusion, and a sense of belonging.

As an Associate Financial Advisor, you will join a 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 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

• Partial securities licensing (such as the SIE exam) is a genuine plus — but an incomplete licensing profile should not stop you from applying if you bring strong sales instincts or a passion for financial services.
• 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 provided at no cost to associates.
• 401(k) retirement plan.
• Tax‑advantaged accounts: Health Savings Account and Flexible Spending Account.
• Ten paid holidays per year.
• 15 days of vacation for new associates beginning January 1 each year, plus sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program available to all associates.

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, and there is also an opportunity for merit‑based salary increases as you progress in the Associate Financial Advisor role.