Associate Financial Advisor
Edward Jones HQ
This job posting is anticipated to remain open for 30 days, from 31-Jul-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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
- ...due 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...SuggestedFull timeTemporary workFlexible hours
- ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Sales, and...SuggestedFull timeLocal area
- ...due 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...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours
$70.3k
...continue to grow while staying true to the values that have made us one of Orange County's most respected financial institutions. As a Associate Wealth Advisor (Centralized Financial Advisor), you'll work with a steady flow of member referrals and leads while honing...Suggested$65k - $75k
...Overview A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other... ...of an efficient and compliant office, allowing the financial advisor to focus on building client relationships. The associate representative...SuggestedContract workWork at officeHome office$51k - $320k
...Mesa and Los Angeles About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients' financial...InternshipLocal areaFlexible hours- ...Edward Jones in Newport Beach, CA is seeking a Financial Advisor to partner with clients in achieving long-term financial goals while growing your own practice within the Edward Jones network. You will build relationships, generate new clients through diverse sourcing...
$45k - $100k
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies... ...months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Capstone Partners Financial is a financial planning firm based in Newport Beach that is built around developing people as much as serving clients. We specialize in helping clients achieve financial stability and prepare for life’s milestones, and we welcome individuals...
- ...More Than Transactions There comes a point in every successful advisor's career when you ask yourself a different question. Not, "How... ...build my legacy with?" At Integrity Wealth Management, we believe financial advising is more than a profession—it's a calling. For more...
$95k - $140k
Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition id: R155400**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...Flexible hours$120k
...resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York... ...planning, and business solutions while working as a financial advisor. Leverage digital tools provided by New York Life to...Relocation package$48k - $100k
...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team...Work at officeShift workDay shift$95k - $140k
About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most...- ...looking for an advisory platform that balances true independence with meaningful support, Tax & Financial Group (TFG) offers a different path forward. This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training,...Local areaHome office
- ...seeking a knowledgeable and service-minded Wine Bar & Coffee Associate to deliver a refined and elevated beverage experience that reflects... ...beverage inventory and contribute to achieving service and financial goals OUR REQUIREMENTS 2+ years of experience in beverage...Local areaWorldwideShift workWeekend work
- ...take pride in the work you do, whether big or small You agree that food is central to all our lives Helping customers and fellow associates gives you energy Smiling and making others smile is your favorite You are eager & willing to learn Being a part of your community...Flexible hours
- ...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...
- ...Shipping Associate Location: Costa Mesa, CA Shift: 1st [Hourly Pay Range: $24-25/hr Schedule: 6:50-3:30pm About the Role: We are seeking a detail-oriented Shipping Associate to join our Global Logistics team. In this role, you will be responsible for processing...Hourly payWork at officeLocal areaShift work
$18 per hour
...Jobot Pro hosting this job. Compensation Based on Experience. $18 - $18 per hour | Newport Beach, CA | On‑Site | Consulting Shipping Associate We are currently seeking a reliable and detail‑oriented Shipping Associate to join our fast‑paced team. In this role, you will...Hourly payLocal areaMonday to Friday$21.5 per hour
...Overview Amazon Delivery Service Partners is seeking bright, motivated, hardworking individuals to fill Contracted Delivery Associate / Driver positions. No experience is needed. Apply today to schedule your in-person interview with Amazon Delivery Service Partners. We...$125k - $180k
...General Liability Associate Location: Los Angeles, CA (Hybrid – 2 Days/Week In Office) Experience: 1+ Years of Civil Litigation Experience Salary Range: $125,000 – $180,000 + Bonus Our client, a nationally recognized civil litigation defense firm, is seeking a General...Work at officeFlexible hours2 days per week- ...We value team players, people who are more concerned with what's right, rather than who's right. RH is seeking a Gallery Support Associate to join our team in providing world-class service to guests while taking great care of our equipment and facilities. Your Responsibilities...Work at office
- AC Hotel by Marriott Cleveland Beachwood is seeking a motivated Front Desk Clerk to manage guest services at our hotel. Responsibilities include greeting guests, managing reservations, and ensuring smooth check-in and check-out processes. The ideal candidate will have ...Full time
- ...Shipping & Receiving Associate iNRCORE Group is a leading, vertically integrated provider of highly engineered, high-reliability, and high-performance passive electronic components. We serve mission-critical data and power applications in the Defense, Aerospace & Avionics...Full timeTemporary workFlexible hoursShift work
$18 per hour
...Receiving Associate $18 - $18 per hour | Newport Beach, CA | On-site | Consulting Job Details We are currently seeking a reliable and detail‑oriented Receiving Associate to join our fast‑paced team. In this role, you will review customer orders, accurately enter them into...Hourly payLocal areaMonday to Friday$15 - $25 per hour
Walmart Spark Drivers pick up and deliver Walmart orders, including groceries and general merchandise, to customers using their own vehicle. Drivers use the Spark app to accept delivery offers, load orders into their vehicle, and complete deliveries within scheduled time...Hourly payFor contractorsFlexible hours$16.9 - $20.25 per hour
...Visual Associate page is loaded## Visual Associatelocations: Costa Mesa, CA, USA (South Coast Plaza - J.Crew)time type: Part timeposted on: Posted Todayjob requisition id: 123591**Our Story**J.Crew gets you dressed every day, for every occasion.Since 1983, we’ve been creating...Hourly payFlexible hoursNight shift$16.9 per hour
...Housekeeping Associates, Huntington Beach We are looking for energetic and enthusiastic Housekeeping Associates to join the Equinox team. This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization based in a state...Hourly payImmediate start$16.9 per hour
...are excited to discuss career opportunities with you. Job Description We are looking for energetic and enthusiastic Housekeeping Associates to join the Equinox team. This is a great position for a candidate looking to make a significant impact in a growing and dynamic...Hourly payPart timeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
- ecommerce associate Newport Beach, CA
- associate professional Newport Beach, CA
- consulting associate Newport Beach, CA
- psychology associate Newport Beach, CA
- associates degree in criminal justice Newport Beach, CA
- benefits associate Newport Beach, CA
- family law associate Newport Beach, CA
- relationship associate Newport Beach, CA
- case management associate Newport Beach, CA
- mental health associate Newport Beach, CA

