Associate Financial Advisor

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company that places the focus on our clients rather than shareholder returns. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned and innovative, flexible and inclusive. We partner for positive impact to improve the lives of our clients and colleagues, and together better our communities and society.

Associate Financial Advisor role The Associate Financial Advisor works with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. The role requires the same licensing as our Financial Advisors.
Support you need

• Paid training – Registered, licensed, and trained in an industry‑top 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 and adhere to 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.

• Gather information and assess suitability to deeply understand 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 the strategy.
• Partner with other members of the clients’ professional team (attorneys, accountants, trust officers) to fully understand clients’ goals and circumstances.
• Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction and make recommendations to client.
• Collaborate with the FA and branch team to create, monitor and adjust the branch business plan to increase effectiveness and achieve desired results.
• 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 creating 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 registered, registrations may be obtained during the 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 and regulatory authority requirements and maintain license in good standing.

• A culture of continuous improvement and professional development.
• Medical, dental, vision and prescription drug benefits; short‑term and long‑term disability, basic life and AD&D coverage at no cost.
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• 10 paid holidays and 15 days of vacation for new associates; sick time, personal days and paid day for volunteerism.
• Employee Assistance Program and eligibility for bonuses and profit sharing.