Associate Financial Advisor

4 weeks ago

Greenwood, United States Edward Jones Full time
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.

Job Overview

Position Schedule: Full-Time

Branch Address: 130 Maxwell Ave Suite 101, Greenwood, SC 29646

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.

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.

We'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

What characteristics would make you a successful Associate Financial Advisor?
  • 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


Can you see yourself...
  • 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?


As a salaried professional, you can also expect...
  • A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
  • Paid time off, including vacation, sick, holidays and personal days
  • A culture of continuous improvement and professional development

You'll be competitively compensated...
  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.


Hiring Minimum: $53700.00
Hiring Maximum: $62766.00

Skills/Requirements

Key responsibilities with existing and newly created clients

Responsibilities may include:
  • 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.

Job Requirements
  • 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


Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

#LI-BOA

  • Associate Financial Advisor

    4 weeks ago

    Greenwood, United States Edward Jones Full time

    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...

  • Associate Financial Advisor

    1 week ago

    Greenwood, United States Edward Jones Full time

    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...

  • Associate Financial Advisor

    4 weeks ago

    Greenwood, United States Edward Jones Full time

    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...

  • Financial Advisor

    3 months ago

    Greenwood Village, United States Colorado Financial Advisors Full time

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit.We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our...

  • Financial Advisor

    3 months ago

    Greenwood Village, United States Colorado Financial Advisors Full time

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit.We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our...

  • Associate Financial Advisor

    4 weeks ago

    Greenwood, SC, United States Edward Jones Full time

    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...

  • Associate Financial Advisor

    1 week ago

    Greenwood, SC, United States Edward Jones Full time

    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...

  • Financial Advisor

    3 months ago

    Greenwood, United States Bankers Life Full time

    Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will:a client base and develop knowledge of Bankers Life financial products...

  • Financial Advisor

    4 weeks ago

    Greenwood, United States Northwestern Mutual Full time $100,000 - $150,000

    Job DescriptionJob DescriptionIf you’ve considered starting a business or want to be your own boss, this may be what you’re looking for!As a Financial Advisor, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both...

  • HFA Financial Advisor Senior- Branch

    2 months ago

    Greenwood, United States Huntington Bancshares, Inc. Full time

    Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their...

  • HFA Financial Advisor Senior- Branch

    2 months ago

    Greenwood, United States Huntington Bancshares Inc. Full time

    Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their...

  • Private Client Advisor

    3 months ago

    Greenwood, United States Greenwood Capital Associates Full time

    Job DescriptionJob DescriptionPrivate Client Advisor Greenwood Capital Associates | Greenwood, SCOrganizational OverviewGreenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and...

  • Financial Assistance Advisor

    5 days ago

    Greenwood, South Carolina, United States State of South Carolina Full time

    Position Title: Financial Aid CounselorLocation: Greenwood County, SCEmployment Type: Full-TimeOrganization: State of South CarolinaClassification Code: CB70Compensation Band: Band 5Salary Range: $38,000.00 - $41,000.00 AnnuallyKey Responsibilities:Guide students in navigating financial aid optionsCollaborate with students and their families to arrange...

  • Financial Aid Advisor

    4 days ago

    Greenwood, South Carolina, United States State of South Carolina Full time

    Position Title: Financial Aid CounselorLocation: Greenwood County, SCEmployment Type: Full-TimeAgency: State of South CarolinaClassification Code: CB70Compensation Band: Band 5Salary Range: $38,000.00 - $41,000.00 AnnuallyKey Responsibilities:Guide students in exploring financial aid optionsCollaborate with students and their families to manage educational...

  • Financial Assistance Advisor

    1 week ago

    Greenwood, South Carolina, United States State of South Carolina Full time

    Position Title: Financial Aid CounselorLocation: Greenwood County, SCEmployment Type: Full-TimeAgency: State of South CarolinaClassification Code: CB70Compensation Band: Band 5Salary Range: $38,000.00 - $41,000.00 AnnuallyKey Responsibilities:Guide students in navigating financial aid optionsCollaborate with students and their families to arrange educational...

  • Lead Financial Advisor

    1 week ago

    Greenwood Village, Colorado, United States Empower Full time

    Empower's Commitment to Financial Guidance At Empower, we believe in transforming lives through financial empowerment. Our associates play a crucial role in helping individuals achieve their long-term financial aspirations and develop personalized wealth management strategies. Role Overview As a Senior Financial Consultant, you will be an integral part of...

  • Financial Advisor

    3 weeks ago

    GREENWOOD VILLAGE, United States Empower Full time

    Grow your career with a growing organizationWhether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...

  • Financial Sales Consultant

    2 days ago

    Greenwood, Indiana, United States PNC Financial Services Group Full time

    About the RolePNC Financial Services Group is seeking a highly motivated and results-driven Financial Sales Consultant to join our team. As a key member of our Organizational Financial Wellness organization, you will be responsible for building and maintaining relationships with clients to provide comprehensive financial wellness advice and solutions.Key...

  • Regional Planning Advisor

    1 week ago

    Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    Job Overview:Regional Planning AdvisorWith your commitment to Fidelity's client dedication standards, you will foster client loyalty aimed at cultivating enduring relationships with Fidelity.As a Regional Planning Advisor, you will deliver an exceptional planning experience, identify opportunities to enhance client relationships through asset consolidation,...

  • Financial Sales Consultant

    2 days ago

    Greenwood, Indiana, United States PNC Financial Services Group Full time

    About the RolePNC Financial Services Group is seeking a highly motivated and results-driven Financial Sales Consultant to join our team. As a key member of our Organizational Financial Wellness organization, you will be responsible for building and maintaining relationships with clients, identifying sales opportunities, and delivering exceptional customer...