Associate Financial Advisor

2 days ago

Springfield, 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: 1524 East Primrose Suite B, Springfield, MO 65804

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 culture of continuous improvement and professional development
  • 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 401k 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

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.


As a salaried professional, you can also expect...
  • A culture of continuous improvement and professional development
  • 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 401k 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

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

Read More About Job Overview

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


Read More About Skills/Requirements

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

Read More About Awards & Accolades

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

    2 weeks ago

    Springfield, 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

    2 weeks ago

    Springfield, 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

    2 weeks ago

    Springfield, 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

    2 days ago

    Springfield, MO, 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

    3 days ago

    Springfield, MO, 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

    2 weeks ago

    Springfield, MO, 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

    7 days ago

    Springfield, Missouri, United States Nexus Talent Connect Full time

    Unlock Your Financial PotentialNexus Talent Connect is a trailblazing firm dedicated to empowering financial advisors with unmatched support and a customizable model that ignites your entrepreneurial potential. With their cutting-edge approach, you'll cultivate a thriving practice while delivering exceptional guidance to clients.Key Responsibilities:Develop...

  • Patient Financial Advisor

    1 week ago

    Springfield, Georgia, United States Effingham Health System Full time

    Job SummaryEffingham Health System is seeking a highly skilled and detail-oriented Patient Financial Advisor to join our team. As a Patient Financial Advisor, you will play a critical role in ensuring the financial well-being of our patients by providing exceptional customer service, navigating complex insurance claims, and ensuring accurate and timely...

  • Financial Advisor

    1 week ago

    Springfield, Illinois, United States TD Bank Group Full time

    Job Title: Financial Advisor - Vienna, VAWe are seeking a highly motivated and experienced Financial Advisor to join our team at TD Bank Group. As a Financial Advisor, you will be responsible for providing exceptional customer service and financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...

  • Patient Financial Advisor

    5 days ago

    Springfield, Georgia, United States Effingham Hospital Inc. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Financial Advisor to join our team at Effingham Health System. As a Patient Financial Advisor, you will play a critical role in ensuring the financial well-being of our patients and their families. Your primary responsibility will be to provide financial planning assistance to...

  • Wealth Management Advisor

    2 months ago

    Springfield, United States Financial Growth Partners Full time

    DescriptionOverview: Are you passionate about serving others? We're looking for caring, dynamic, and experienced Advisors to grow our team across the Mid-Atlantic with those who share our passion and values. Our Wealth Management Advisor role is an investment-related sales position that is expected to progress into the Insurance Business. Responsibilities...

  • Financial Professional

    1 week ago

    Springfield, OR , USA, United States Voya Financial Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Eugene area. As a Financial Professional, you will work with plan sponsor relationships, including government, retail, and private entities, to provide retirement and investment strategies.Key Responsibilities:Prospect,...

  • Financial Advisor-West Springfield, VA

    3 weeks ago

    Springfield, Illinois, United States TD Bank Group Full time

    Job Title: Financial Advisor-West Springfield, VAWe are seeking a highly motivated and experienced Financial Advisor to join our team at TD Bank Group. As a Financial Advisor, you will be responsible for providing exceptional customer service and financial guidance to our clients, helping them achieve their financial goals and objectives.Key...

  • Patient Financial Advisor

    3 weeks ago

    Springfield, Georgia, United States Effingham Hospital Inc. Full time

    Job DescriptionEffingham Health System is seeking a highly skilled Patient Financial Advisor to join our team. As a Patient Financial Advisor, you will play a critical role in providing exceptional financial planning assistance to non-emergent patients, while also performing registration for patients presenting for services, maintaining documentation,...

  • Financial Services Associate

    3 weeks ago

    Springfield, Tennessee, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Services Associate

    4 weeks ago

    Springfield, Pennsylvania, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Patient Financial Advisor PRN

    2 months ago

    Springfield, United States Effingham Health System Full time

    JOB SUMMARY Under the general direction of the Patient Access Manager, and in accordance with The Joint Commission, federal, state, and local guidelines, organizational and departmental policies and procedures the Patient Financial Advisor will provide financial planning assistance to non-emergent patients as well as perform the registration for patients...

  • Franchise Field Vice President

    3 weeks ago

    Springfield, Illinois, United States Ameriprise Financial Full time

    Drive Franchise Growth and SuccessAmeriprise Financial is seeking a highly skilled Franchise Field Vice President to lead the results and growth for the franchise advisor platform. As a key member of our team, you will be responsible for recruiting experienced advisors to join our organization and developing, implementing, and monitoring organic growth...

  • Financial Clerk

    4 weeks ago

    Springfield, Massachusetts, United States Creative Financial Staffing Full time

    Bookkeeper Job DescriptionWe are seeking a detail-oriented Bookkeeper to join our client's growing team at Creative Financial Staffing. As the Bookkeeper, you will handle a variety of tasks to ensure the smooth operation of the company's financial processes.The ideal candidate will have strong organizational skills and a passion for accuracy. They will be...

  • Financial Clerk

    2 weeks ago

    Springfield, Massachusetts, United States Creative Financial Staffing Full time

    Bookkeeper Job DescriptionWe are seeking a detail-oriented Bookkeeper to join our client's growing team at Creative Financial Staffing. As the Bookkeeper, you will handle a variety of tasks to ensure the smooth operation of the company's financial processes.Key Responsibilities:Maintain accurate financial records, including general ledger and journal...