Associate Financial Advisor

Base pay range

$65,000.00/yr – $69,100.00/yr

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we’re all about making a difference in the lives of our clients and our people.

Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people‑serving mindset, and are passionate about making an impact to change lives. You and your financial advisor complement each other to create capacity and provide value to your community.

Position

Schedule:

Full‑Time

Branch Address: 538 Indian Boundary Rd, Chesterton, IN

This job posting is anticipated to remain open for 30 days, from 31-Dec-2025. The posting may close early due to the volume of applicants.

• Paid training – Get registered, licensed and learn to be an associate financial advisor with the industry’s top training program.
• A support network that extends beyond your branch office and includes headquarters assistance via phone, e‑mail and firm intranet resources.

• Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions.
• Critical thinker, problem solver, and sound judgement 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.

• Providing personalized investment and financial solutions to clients?
• Cultivating relationships in your local community to grow the business?
• Contributing to the branch business plan to increase branch effectiveness?

• A culture of continuous improvement and professional development.
• Full‑time Associates receive the following benefits:
• Comprehensive compensation and benefits package including medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life, basic AD&D coverage (provided at no cost to associates). Edward Jones offers a 401(k) retirement plan and tax‑advantaged accounts: HSA, FSA.
• Ten paid holidays, 15 days of vacation for new associates beginning January 1 of each year, 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.

Hiring Minimum: $65,000.00

Hiring Maximum: $69,100.00

• 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.

• Gather information and collect suitability to deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy.
• Meet with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust strategy.
• Partner with other members of the clients’ professional team such as attorneys, accountants, trust officers.
• Research portfolio performance, cost/fees, asset allocation and make recommendations to the client.
• Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness.
• Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
• Coordinate with the FA to assist in the creation of new clients via face‑to‑face and virtual sourcing strategies.
• Continually develop yourself to grow personally and professionally.

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.