Associate Financial Advisor

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: 538 N Rand Rd, Lake Zurich, IL

This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants.

• Key responsibilities with existing and newly created clients:
  Gather information and collect 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.
• Meet 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.
• Partner with other members of the clients  professional team such as attorneys, accountants, trust officers, to help fully understand clients  goals and circumstances.
• Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
• Collaborate with the Financial Advisor (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.
• 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 the creation of new clients via face-to-face and virtual sourcing strategies.
• Able to 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 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

• We offer paid training to 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 the branch office and includes headquarters assistance via phone, email and firm intranet resources.
• Full-time Associates receive: medical and prescription drug, dental, vision, voluntary benefits, disability, life insurance, 401k, health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, and paid volunteer day. Some benefits may require eligibility.
• Bonus and profit sharing opportunities;
  Employee Assistance Program; detailed benefits page available.
• Competitive compensation with a range that reflects experience and merit increases as you progress in the Associate Financial Advisor role.

• Hiring Minimum: $75,400.00
• Hiring Maximum: $91,200.00

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 are privately-owned, focusing on clients rather than shareholder returns.

Our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. We are committed to inclusion and 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.