Associate Financial Advisor

This job posting is anticipated to remain open for 30 days, from 16-Jun-2026. The posting may close early due to the volume of applicants. Edward Jones is a Fortune 500 company that values people first, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact to improve the lives of clients, colleagues, and communities. People are at the center of our partnership; Edward Jones associates are seen, heard, respected, and supported. Role Overview As an Associate Financial Advisor, you work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Support 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 Qualities 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 Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time-management skills Personal Traits Providing personalized investment and financial solutions to clients Cultivating relationships in your local community to grow the business Contributing to the branch business plan to increase branch effectiveness Responsibilities Gather information and collect 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. Meet 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. Partner with other members of the clients’ professional team such as attorneys, accountants, trust officers to help fully understand clients’ goals and circumstances. Research portfolio performance, cost and fees, asset allocation and changes to portfolio construction and 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. Cultivate 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. Job Requirements High School Diploma or 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 the securities industry preferred. FINRA licenses required within three months. State insurance licenses required. As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing. Benefits A culture of continuous improvement and professional development. Full-time Associates receive the following benefits: Medical, 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 (the latter three at no cost to associates). 401(k) retirement plan and 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. All associates are eligible for the firm’s Employee Assistance Program. Compensation Human-centered approach with merit-based salary increases as you progress in the Associate Financial Advisor role. Minimum and maximum pay ranges printed below are a subset of the total pay range. 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. #J-18808-Ljbffr