Associate Financial Advisor

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company dedicated to putting clients first. In this role, you will partner with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with our strategy.

• Gather information and assess client suitability to deeply understand needs, priorities, and concerns, creating personalized strategies.
• Meet with clients regularly to track progress, uncover additional assets, address concerns, and adjust strategy.
• Partner with professional team members such as attorneys, accountants, and trust officers to fully understand client goals.
• Research portfolio performance, costs, and allocations, and make recommendations to clients.
• Collaborate with the FA and branch team to align and update the branch business plan.
• Cultivate relationships with organizations and businesses to maintain community presence and obtain referrals.
• Coordinate with the FA to assist in new client acquisition via face‑to‑face and virtual sourcing strategies.
• Continuously develop personal and professional skills.

• High School Diploma or equivalent required;
  Bachelor’s degree preferred.
• Series 7 and Series 66 licenses required; registrations may be obtained at Edward Jones during the study period.
• At least 3–5 years of relevant securities industry experience preferred.
• FINRA licenses required within three months; state insurance licenses required.
• Commitment to ongoing training to maintain license and comply with regulatory requirements.

• Medical, prescription drug, dental, vision, and voluntary benefits.
• Short‑ and long‑term disability, basic life, and basic accidental death & dismemberment coverage at no cost.
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• 10 paid holidays, 15 days vacation for new associates, sick time, personal days, and a paid day for volunteerism.
• Potential bonuses, profit sharing, and Employee Assistance Program.

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.