Associate Financial Advisor

Job Overview

If you’re looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. 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.

Full-Time

5133 W Terrace Dr Suite 101, Madison, WI

This job posting is anticipated to remain open for 30 days, from 04-Feb-2026. The posting may close early due to the volume of applicants.

• Paid training – Get registered and licensed and learn how 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, email 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 & 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:
• Edward Jones’ compensation and benefits package includes medical, 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 401(k) retirement plan, health‑savings and flexible‑spending accounts. 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.

Salary Range: $65,000.00 – $70,400.00

• 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 securities industry preferred
• FINRA licenses required within three months. State insurance licenses required
• As an associate, you must complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing

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.