Associate Financial Advisor

Overview

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’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.

With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

• 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 clients’ 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.

• Provide personalized investment and financial solutions to clients.
• Cultivate relationships in your local community to grow the business.
• Contribute to the branch business plan to increase branch effectiveness.

• Build meaningful relationships with clients while understanding 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.
• Resilience and adaptability in a nimble learning environment.
• Attention to detail, strong organizational and time‑management skills.

• 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 the 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.

• A culture of continuous improvement and professional development.
• Full‑time Associates receive the following benefits:
• Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (some at no cost to associates).
• 401(ks), health savings and flexible spending accounts.
• Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid volunteer day.
• Bonuses and profit sharing opportunities.
• Employee Assistance Program.

• 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.

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.