Associate Financial Advisor

Job Overview

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 will complement each other to create capacity and provide value to your community.

Position

Schedule:

Full‑Time.
Branch Address: 3149 Meadowlark Ln Ste 20, Altoona, WI.
This job posting is anticipated to remain open for 30 days, from 13‑Jan‑2026. The posting may close early due to the volume of applicants.

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

• 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 make recommendations to client.
• Collaborate 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.
• 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.

• 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.

• Full‑time associates receive the following benefits: 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 at no cost. Edward Jones offers a 401k retirement plan and tax‑advantaged accounts: health savings account, flex spending account.
• Ten paid holidays and 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.
• Hiring Minimum: $61,800.00.
  Hiring Maximum: $65,600.00.

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.

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.