Associate Financial Advisor

Associate Financial Advisor

Edward Jones is looking for an Associate Financial Advisor to join our licensed branch team. Your role will support a senior Financial Advisor in serving clients, growing the branch, and positively impacting our communities.

$65,000.00/yr – $69,100.00/yr

Position

Schedule:

Full‑time
Branch Address: 5133 W Terrace Dr Suite 101, Madison, WI
Job posting open for 30 days from 22-Dec-2025 (may close earlier).

• Collect suitability information and develop personalized strategies for existing and newly acquired clients.
• Meet with clients regularly to track progress, uncover additional assets, address concerns, and adjust strategies.
• Partner with attorneys, accountants, trust officers, and other professionals to fully understand client goals.
• Research portfolio performance, fees, and asset allocation; make recommendations to clients.
• Collaborate with the Financial Advisor and branch team to align and monitor the branch business plan.
• Cultivate relationships with community organizations and businesses to maintain presence and secure referrals.
• Coordinate with the Financial Advisor to acquire new clients through face‑to‑face and virtual sourcing strategies.
• Continuously develop your personal and professional skills.

• High School Diploma or equivalent required;
  Bachelor’s degree preferred.
• Series 7 and Series 66 registrations required; if not currently registered, training will be provided.
• Minimum 3–5 years of relevant securities industry experience preferred.
• FINRA licenses required within three months; state insurance licenses required.
• Completion of all ongoing training and regulatory requirements to maintain license in good standing.

As an Associate Financial Advisor, you receive a competitive salary plus the following benefits:

• Medical, prescription drug, dental, vision, and voluntary coverage.
• Disability, basic life, and AD&D coverage (no cost to associate).
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• Ten paid holidays, 15 vacation days (starting January 1), sick time, personal days, and a paid volunteer day.
• Potential bonuses and profit sharing; eligibility for firm Employee Assistance Program.

Hiring Minimum: $65,000.00
Hiring Maximum: $69,100.00

• Industry‑leading training program to register and become licensed.
• Support network extending beyond the branch, including headquarters assistance.
• Culture of continuous improvement and professional development.
• Human‑centered approach to positively impact clients, colleagues, and communities.

Edward Jones is an equal‑opportunity employer. We do 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.