Associate Financial Advisor

Position Schedule Full-Time Branch Address 456 5th Ave Suite 202, Brooklyn, NY This job posting is anticipated to remain open for 30 days, from 13-Apr-2026. The posting may close early due to the volume of applicants. Associate Financial Advisor With the same licensing as our Financial Advisors, Associate Financial Advisors 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 Characteristics of a Successful Associate Financial Advisor 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 Potential Responsibilities 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 Benefits and Compensation A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Earnings at a level ranging from $81,900.00 to $99,100.00, with opportunities for merit-based salary increases Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, 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 at no cost to associates) 401(k) retirement plan, health savings account, and flexible spending account Ten paid holidays, fifteen days of vacation for new associates beginning on January 1 of each year, plus 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 Hiring Minimum: $81,900.00 Hiring Maximum: $99,100.00 Skills and Requirements 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 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 Key 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. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required; 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 Ongoing training completion and license maintenance required 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 Edward Jones