We have other current jobs related to this field that you can find below

  • Associate Financial Representative

    2 weeks ago

    Saint Cloud, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network...

  • Associate Financial Representative

    7 days ago

    Saint Cloud, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network...

  • Client Service Associate in Financial Services

    5 days ago

    Saint Cloud, Minnesota, United States Northwestern Mutual Full time

    Position OverviewSalary: The Client Service Associate plays a crucial role in enhancing client satisfaction and supporting the financial advisor in the development of their practice and client connections. This position is essential for maintaining a well-organized and efficient office environment. The Client Service Associate acts as a bridge between the...

  • Financial Advisor Assistant

    2 months ago

    Saint Paul, United States Northern Prairie Financial LLC Full time

    Job DescriptionJob Description Northern Prairie Financial is seeking a Financial Advisor Assistant to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. This is an exciting opportunity to develop your career in the personal and business finance industry, supporting the advisors of...

  • Financial Consultant at Voya Financial Advisors

    6 days ago

    Saint-Brieuc, Bretagne, United States Voya Financial Advisors Inc Full time

    Join Voya Financial Advisors, Inc., a prominent independent broker-dealer specializing in defined contribution and defined benefit plans. We are currently on the lookout for a dedicated Financial Professional to enhance our team. This role focuses on managing relationships with plan sponsors and involves responsibilities such as 403(b)/457 enrollment,...

  • Financial Advisor

    1 month ago

    St. Cloud, United States Cetera Full time

    At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly...

  • Senior Financial Advisor

    3 months ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionAre you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or...

  • Financial Services Associate

    1 week ago

    Saint Cloud, United States Dahl Consulting Full time $19

    Job DescriptionJob DescriptionKickstart your new career with this dynamic organization! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Financial Services Associate for a contract...

  • Client Services Associate

    4 weeks ago

    Saint Louis, United States Walsh Financial Services Full time

    Job DescriptionJob DescriptionJob DescriptionThe Client Services Associate supports multiple financial advisors and provides a high level of client service, administration, and operations support to clients. The Client Services Associate is instrumental in ensuring the smooth operation of a fast-paced financial/investment services office with multiple...

  • Financial Advisor

    3 months ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is the world’s largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional...

  • Financial Compliance Analyst

    4 weeks ago

    Saint Paul, United States Cetera Financial Group Full time

    The surveillance analyst position works directly with the Senior Analyst team leader. The role will include post-trade reviews on financial products to identify potential risks and violations of broker-dealer policies. This role will also include the identification of trends and patterns of the advisor’s trading behavior to mitigate undue risk to the...

  • Financial Advisor

    1 month ago

    Saint Louis, United States Edward Jones Full time

    .hide-on-hq-category{display:none !important;}You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing...

  • Financial Advisor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Associate Financial Representative

    7 days ago

    Saint Louis, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionWe are committed to guiding business owners, young professionals, and assisting pre-retirees on their financial journey with the care & dedication of a trusted family member. We believe in straightforward communication and are devoted to building lasting relationships rooted in trust, integrity, and mutual respect. Our clients...

  • Financial Operations Specialist

    14 hours ago

    Saint Cloud, Minnesota, United States Dahl Consulting Full time

    Job Opportunity: Commission Research AnalystAbout the Role:Dahl Consulting is partnering with a leading financial services company to fill a Commission Research Analyst position. As a Commission Research Analyst, you will be responsible for researching commission inquiries, reviewing and analyzing commission cases, and identifying problems and issues that...

  • Sr. Financial Advisor

    1 month ago

    Saint Louis, United States Edward Jones Full time

    .hide-on-hq-category{display:none !important;}You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing...

  • Sr. Financial Advisor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Financial Operations Specialist

    10 hours ago

    Saint Cloud, Minnesota, United States Dahl Consulting Full time

    Job Opportunity: Commission Research AnalystAbout the Role:Dahl Consulting is partnering with a leading financial services company to fill a Commission Research Analyst position. As a Commission Research Analyst, you will be responsible for researching commission inquiries, analyzing commission cases, and identifying problems and issues that can potentially...

  • Investment Advisor Support Specialist

    6 hours ago

    Saint Paul, Minnesota, United States Northern Prairie Financial LLC Full time

    Investment Advisor Support SpecialistNorthern Prairie Financial LLC is seeking an Investment Advisor Support Specialist to enhance our team. In this role, you will be instrumental in delivering tailored investment strategies to assist our clients in reaching their financial aspirations. This position offers a wonderful chance to advance your career within...

  • Student Financial Support Advisor

    1 day ago

    Saint-Brieuc, Bretagne, United States George Mason University Full time

    Student Financial Support Advisor Fairfax, VA Administrative or Professional Faculty Opening on: May Department: Division of Enrollment Management - Office of Student Financial AidJob Category: Administrative or Professional FacultyJob Type: Full-TimeWork Schedule: Full-time (1.0 FTE, 40 hrs/wk)Location: Fairfax, VAWorkplace Type: Hybrid...

Associate Financial Advisor

2 months ago

Saint Cloud, 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: 2521 13th St Suite B, Saint Cloud, FL 34769

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