Associate Financial Advisor
Listed on 2026-01-12
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Finance & Banking
Financial Consultant
Join to apply for the Associate Financial Advisor role at Edward Jones
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$61,800.00/yr - $66,900.00/yr
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: 2246 E Main St, Owosso, MI
This job posting is anticipated to remain open for 30 days, from 08-Jan-2026. The posting may close early due to the volume of applicants.
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.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
What we offerWe’ll give you the support you need. Our team will be there every step of the way, providing:
- 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 and 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 and 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, and tax‑advantaged accounts: health savings account, and flexible spending account.
- 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.
Hiring Minimum: $61,800.00
Hiring Maximum: $66,900.00
Responsibilities- 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…
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