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Associate Financial Advisor

Edward Jones

This job posting is anticipated to remain open for 30 days, starting 10‑Jul‑2026. The posting may close early due to a high volume of applicants. The Associate Financial Advisor role at Edward Jones offers a collaborative environment where you work alongside an established Financial Advisor to serve clients, grow the branch, and positively impact communities. Support We Provide Paid training program to help you register, obtain licenses, and learn key skills involved in being an associate financial advisor. Ongoing support network that includes headquarters assistance via phone, email, and firm intranet resources. Continuous learning and development opportunities to grow personally and professionally. Characteristics of a Successful Associate Financial Advisor Build meaningful relationships with clients, understanding legal & regulatory requirements for selling financial solutions. Critical thinking, problem solving, and sound judgment to provide tailored investment solutions, involving the FA when appropriate. Resiliency and adaptability in a fast‑changing learning environment. Attention to detail, strong organization, and effective time management. What You Can See Yourself Doing 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 client information and assess suitability to understand their needs and priorities. Meet with clients regularly to track progress, uncover additional assets, and adjust strategies. Partner with attorneys, accountants, trust officers, and other professionals to understand client goals. Research portfolio performance, costs, and asset allocation, making recommendations to clients. Collaborate with the FA and branch team to align and adjust the branch business plan. Build relationships with organizations and businesses to maintain community presence and generate referrals. Coordinate with the FA to onboard new clients via face‑to‑face and virtual sourcing strategies. Continuously develop your skills and knowledge. Job Requirements High School Diploma/Equivalent required; Bachelor’s degree preferred. Series 7 and Series 66 licenses required; registrations can be obtained during the assigned study period if not already registered. Minimum of 3‑5 years of relevant experience in the securities industry preferred. FINRA licenses required within three months; state insurance licenses required. Complete all ongoing training offered by the firm and regulatory authorities, and maintain license in good standing. Benefits Competitive compensation package. Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness). Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost. 401(k) retirement plan and tax‑advantaged health savings and flexible spending accounts. Ten paid holidays, 15 days of vacation for new associates, sick time, personal days, and paid volunteer days. Potential bonuses and profit sharing; all associates eligible for the Employee Assistance Program. 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. #J-18808-Ljbffr

Vacancy posted 4 days ago
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