Associate Financial Advisor

This job posting is anticipated to remain open for 30 days, from 08-Jun-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 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are 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. Fortune 500, published June 2024, data as of December 2023. Position Overview The Associate Financial Advisor works with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. The associate provides the same licensing as our Financial Advisors and works to register and license. 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 client's 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 making recommendations to client. Collaborating 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. Coordinating with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continuously developing yourself to grow personally and professionally. Key Qualities for Success Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions. Critical thinker, problem solver, and sound judgment 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. Ideal Candidate Providing personalized investment and financial solutions to clients. Cultivating relationships in a local community to grow the business. Contributing to the branch business plan to increase branch effectiveness. Job 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 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 and prescription drug coverage. Dental and vision coverage. Voluntary benefits (accident, hospital indemnity, critical illness). Short- and long-term disability, basic life, basic AD&D coverage provided at no cost. 401k retirement plan and tax-advantaged accounts (HSA, FSA). 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. Bonuses and profit-sharing eligibility. Employee Assistance Program. Compensation 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. 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 Edward Jones