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 11-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 3 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Pardeeville, WI vacancy
  •  ...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... 
    Suggested

    Amazon

    Portage, WI
    5 days ago
  • Job Description: Are you looking for a seasonal opportunity with flexible hours and competitive pay? Join our team as Seasonal Delivery Driver! We're seeking responsible and motivated individuals to ensure timely deliveries of packages, food, or retail items to our customers...
    Suggested
    Hourly pay
    Full time
    Part time
    Seasonal work
    Flexible hours

    Lowe's

    Portage, WI
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours

    Edward Jones

    Portage, WI
    4 days ago
  •  ...Seasonal Team Associate WM Supercenter #1799 2950 New Pinery Rd Portage, WI 53901-9225 $14.00 - $27.00/hr* Full time Shift may start...  ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life... 
    Suggested
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Seasonal work
    Shift work

    Walmart

    Portage, WI
    4 days ago
  •  ...Online Order Filling Team Associate WM Supercenter #1799 2950 New Pinery Rd Portage, WI 53901-9225 9 open positions CP-1799-9038 $...  ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life... 
    Suggested
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Shift work
    Weekend work
    Afternoon shift

    Walmart

    Portage, WI
    3 days ago
  • $18 per hour

     ...T-Mobile Retail Associate At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T Mobile US

    Portage, WI
    1 day ago
  • $17 - $30 per hour

     ...Overview This role focuses on the safety and security of our associates, customers and merchandise. Working in this role will involve...  ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Shift work

    Walmart

    Portage, WI
    5 days ago
  • $18 per hour

     ...Yes/No): No Hourly Base Pay: $18.00, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Portage, WI
    1 day ago
  • $18 per hour

     ...Yes/No): No Hourly Base Pay: $18.00, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Relocation package
    Flexible hours

    T-Mobile

    Portage, WI
    4 days ago
  • $15 - $17.5 per hour

    Job Summary Delivers a distinctive and delightful customer experience by providing expert photo services, digital passport photos, and support for customer service transactions, including FedEx, Western Union, and online order fulfillment. Owns the inventory, organization...
    Hourly pay
    Work experience placement
    Seasonal work
    Flexible hours
    Afternoon shift

    Walgreens

    Portage, WI
    3 days ago
  • The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. ​ Bilingual candidates encouraged to apply. ESSENTIAL JOB FUNCTIONS ...
    Local area
    Flexible hours

    O'Reilly Auto Parts

    Portage, WI
    3 days ago
  • Job Description If you've ever considered a job in IT, become an Information Technology Specialist in the Army National Guard and expand your skills and experience with complex technologies. In this role, you will be responsible for sending, receiving, and processing...
    Part time
    Weekend work

    National Guard

    Portage, WI
    7 days ago
  • $150k

     ...your wellbeing comes first You care for pets. We care for you. Position Overview We are seeking a compassionate and skilled Associate Veterinarian   to join our team at Dells Animal Hospital. The ideal candidate will be passionate about providing high-quality... 
    Local area
    Relocation

    PetVet Care Centers

    Portage, WI
    27 days ago
  •  ...utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. Provide extraordinary service to customers...  ...employees. EDUCATION and EXPERIENCE: High School diploma or GED. Associates Degree preferred. Minimum One (1) to Three (3) years in... 
    Temporary work
    Work at office
    Immediate start

    1ST SUMMIT BANK

    Portage, WI
    3 days ago
  • $116k - $161k

    Bring YOUR energy to Alliant Energy!At Alliant Energy, our purpose is to serve customers and build stronger communities. We are passionate about powering beyond the market challenges of today, while powering what's next in energy. When our employees say "I am energy", it...
    Full time

    Alliant Energy

    Pardeeville, WI
    3 days ago
  • $25 - $30 per hour

    Job Description Job Description Industrial Loadout Equipment Specialist (Food-Grade) Employer: Didion | Location: Cambria, WI Shift: Night, 6pm–6am | Employment Type: Full-Time Pay Range: $25–$30 per hour, DOE Make an impact from the cab Help power...
    Hourly pay
    Full time
    Shift work
    Night shift

    Didion Milling & BioScience

    Cambria, WI
    11 days ago

Do you want to receive more vacancies?

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