Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Financial Advisor

Edward Jones HQ

This job posting is anticipated to remain open for 30 days, from 24-Sep-2026. The posting may close early due to the volume of applicants.

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.

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

  • 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

What experience you'll need

  • 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

What could set you apart

  • 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

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (

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.

As a salaried professional, you can also expect...

  • A culture of continuous improvement and professional development

  • Full-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 ( .

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Sherwood, OR vacancy
  •  ...displays are visually compelling to drive sales • Model & coach associates on how to uphold visual standards • Promote the lifestyle &...  ...opportunities A wellness program that supports your physical, financial and emotional health Paid vacations and holidays (full-time) Health... 
    Suggested
    Full time
    Part time
    H1b
    Local area
    Home office
    Relocation package
    Flexible hours
    Shift work
    Weekend work

    Williams-Sonoma

    Tigard, OR
    2 days ago
  •  ...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position... 
    Suggested
    Local area

    Home Depot

    Sherwood, OR
    3 days ago
  • $23 per hour

    Seasonal Package Delivery Driver Take the next step in your career now, scroll down to read the full role description and make your application. Join the team behind one of the most recognized logistics companies in the world. As a seasonal package delivery driver...
    Suggested
    Weekly pay
    Full time
    Seasonal work
    Monday to Friday
    Shift work

    United Parcel Service

    Sherwood, OR
    5 hours ago
  • $16.8 - $18.6 per hour

     ...workload and manages time effectivelyAble to stand for long periods of time0-2 years retail or security experienceBenefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal... 
    Suggested
    Hourly pay
    Temporary work
    Local area
    Home office

    TJX

    Tualatin, OR
    4 days ago
  • $22.44 - $34.33 per hour

     ...Description Mental Health Associate full-time, day shift at Providence St Vincent Medical Center Providence offers a fantastic...  ...family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering... 
    Suggested
    Minimum wage
    Full time
    Local area
    Shift work
    Day shift

    Providence Non-RN - Oregon

    Tualatin, OR
    4 days ago
  • $15 - $15.5 per hour

     ...without reasonable accommodationWorks effectively with peers and supervisorsRetail customer experience preferredBenefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance... 
    Hourly pay
    Temporary work
    Local area
    Home office
    Flexible hours

    TJX

    Tualatin, OR
    1 day ago
  • $16.8 - $18.6 per hour

     ...manages time effectively ~ Able to stand for long periods of time ~0-2 years retail or security experience Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal... 
    Hourly pay
    Temporary work
    Local area
    Home office

    TJX

    Tualatin, OR
    1 day ago
  • $145k

    Casual Package Delivery Driver Who exactly are UPS Casual Package Delivery Drivers? They're the ones who drive our familiar brown trucks, bringing packages great and small to our customers. They're a friendly, physically active crew who enjoy fast-paced work, being...
    Weekly pay
    Permanent employment
    Full time
    Casual work
    Seasonal work
    Remote work
    Monday to Friday
    Shift work

    United Parcel Service Inc.

    Sherwood, OR
    23 hours ago
  •  ...Description Associate Veterinarian Full Time Community Pet Hospital About You You’ll get to know the family and care for...  ...support team members’ emotional, physical, professional, and financial wellbeing. In addition to our health and life insurance, and short... 
    Full time
    Temporary work
    Local area
    Monday to Friday

    Thrive Pet Healthcare

    Tigard, OR
    4 hours ago
  •  ...professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically... 
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Relocation
    Visa sponsorship
    Flexible hours

    Black & Veatch Family of Companies

    Tualatin, OR
    2 hours ago
  •  ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville, Oregon...  ...you with information on the in-office expectations associated with your role. These expectations are subject to change... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Wilsonville, OR
    1 day ago
  •  ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon...  ...you with information on the in-office expectations associated with your role. These expectations are subject to change... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Wilsonville, OR
    23 hours ago
  • $45k - $100k

     ...to the volume of applicants. Join a financial services firm where your contributions are...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...  ...center of our partnership. Edward Jones associates are seen, heard, respected, and supported... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Wilsonville, OR
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Lake Oswego, OR
    4 hours ago
  •  ...Job Description The senior wealth advisor position at Mariner will lead a wealth management...  ...wealth plans that include a coordinated financial strategy that aligns with each client’s...  ...at all levels. Train and mentor associates across the wealth advisory team. Qualifications... 

    Mariner

    Tigard, OR
    1 day ago
  • $21.42 - $22.07 per hour

     ...certification   For more details about our benefits, visit our    About the Position  We are looking for a Residential Care Associate I to join our team at our Bridgestone RTH in Wilsonville, Oregon! The Residential Care Associate I will provide caring... 
    Hourly pay
    Full time
    Flexible hours
    Shift work
    Night shift

    ColumbiaCare Services

    Wilsonville, OR
    3 days ago
  • $80k - $135k

     ...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to...  ...portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Tualatin, OR
    3 days ago
  • Job SummaryThe Cyber Threat Analytics Analyst is responsible for identifying, developing, and improving the organization’s ability to detect malicious behavior, suspicious activity, and security anomalies across the enterprise. This role is part Information Security team...
    Local area
    Remote work
    Flexible hours
    2 days per week
    3 days per week
    1 day per week

    Lam Research Corporation

    Tualatin, OR
    15 hours ago
  • Job Description Job Description Description:   Green Ridge Solar is seeking a highly organized and customer-focused Permitting Specialist to join our growing team.  As a key point of for our operations team, you will play a vital role in ensuring the smooth and ...
    Work at office

    Current Openings

    Sherwood, OR
    11 days ago
  • Job Description About the Role: As a CBRE Meeting and Events Associate, you will be responsible for the planning, coordination, and day-of execution of meetings, conferences, and events. This job is part of the Workplace Experience function. They are responsible for... 
    Work at office

    CBRE HV

    Beaverton, OR
    1 day ago
  • AO Garcia Agency is seeking qualified candidates to enter financial services on a part-time, fully remote basis. Expect to earn $1,000–$2,000 extra each month while working 20 hours per week from home, with the earning potential of a trillion-dollar industry and the security... 
    Part time
    Remote work

    AO Garcia Agency

    Beaverton, OR
    4 days ago
  • $91.05k - $152.05k

     ...Associate Overhead Transmission Line Engineer Together, we own our company, our future, and our shared success. As an employee-owned...  ...the company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By valuing diverse... 
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Relocation
    Visa sponsorship
    Flexible hours

    Black & Veatch

    Tualatin, OR
    4 hours ago
  • $19 - $26 per hour

     ...a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions...  ...including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision... 
    Immediate start

    Columbia Banking System, Inc.

    Tualatin, OR
    1 day ago
  •  ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and... 

    Amazon

    Newberg, OR
    1 day ago
  • $17.23 per hour

     ...Receiving Associate Base Pay This role has a minimum base pay from $17.23 per hour with higher starting pay available based on...  ...opportunities at every level Programs that help you reach your financial goals: 401k with company match, Employee Stock Purchase Plan,... 
    Hourly pay
    Full time
    Part time
    Monday to Friday

    Floor & Decor Holdings

    Beaverton, OR
    23 hours ago
  • Warehouse Operations Support This role supports warehouse operations within a high-volume, fast-moving environment modeled after leading global athletic brands. The work hours are 6am 2:30pm with designated lunch and break times. This position requires strong organization...
    Contract work
    Flexible hours

    Mindlance

    Beaverton, OR
    23 hours ago
  •  ...Cafe Associate Beaverton, OR 97005 Overview Position Type Seasonal Travel Percentage None Category Restaurant - Food Service Description Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment... 
    Hourly pay
    Seasonal work
    Local area
    Flexible hours

    SYUFY GROUP

    Beaverton, OR
    23 hours ago
  • $19.5 per hour

     ...and for our customers. Your mission: bring your full self to work each day. That's where you come in. Store-in-Store Mobile Associates are the face of T-Mobile inside a warehouse/club kiosk setting, bringing energy, passion, and expertise to every customer... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Wilsonville, OR
    7 days ago
  • $110k - $140k

     ...rewarding profession you've been searching for at Magnolia Animal Dentistry. About This Role Join our veterinary hospital as an Associate Veterinarian and put your medical expertise to work making a meaningful difference in the lives of pets and their families! In... 
    Relocation package
    Shift work
    Weekend work

    Companion Pet Partners

    Beaverton, OR
    1 day ago
  •  ...abound, consider Ulta Beauty. Nowhere else are the possibilities quite this beautiful. GENERAL SUMMARY & SCOPE The Seasonal Task Associate (STA) is responsible for delivering on operational excellence in support of sales drivers, which provide the foundation for... 
    Work experience placement
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Day shift
    Afternoon shift
    Early shift

    Jobleads-US

    Beaverton, OR
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!