Associate Financial Advisor

2 weeks ago

Tyler, 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: 1397 Dominion Plz Suite 130, Tyler, TX 75703

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
  • 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 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

    Tyler, 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

    Tyler, 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

    Tyler, TX, 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...

  • Virtual Financial Advisor Insurance Agent

    1 week ago

    Tyler, United States Yellowstone Life Insurance Agency, LLC Full time

    Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In...

  • Virtual Financial Advisor Insurance Agent

    2 weeks ago

    Tyler, United States Yellowstone Life Insurance Agency, LLC Full time

    Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In...

  • Virtual Financial Advisor Insurance Specialist

    3 weeks ago

    Tyler, Texas, United States Yellowstone Life Insurance Agency, LLC Full time

    Job OverviewYellowstone Life Insurance Agency, LLC is seeking a skilled Virtual Financial Advisor to provide personalized financial advice and solutions to clients.This is a remote position that requires strong communication skills, a passion for helping others, and the ability to work independently.Key ResponsibilitiesBuild and maintain relationships with...

  • Financial Center Client Service Representative

    4 weeks ago

    Tyler, Texas, United States The Bank of America Corporation Full time

    At The Bank of America Corporation, we strive to make financial lives better through every connection. Our approach to Responsible Growth drives our company and delivers for our clients, teammates, communities, and shareholders. Key aspects of this role include:Client ServiceWe provide exceptional service to our clients, ensuring their financial needs are...

  • Financial Center Client Service Rep

    2 months ago

    Tyler, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Financial, Service, Solutions Advisor, Retail, Banking, Client

  • Optical Advisor

    3 weeks ago

    Tyler, Texas, United States EssilorLuxottica Full time

    Job SummaryWe are seeking a highly skilled and compassionate Eyecare Advisor to join our team at Target Optical. As an Eyecare Advisor, you will play a vital role in delivering exceptional patient service and ensuring all patients receive the highest quality of care.Key ResponsibilitiesGreet customers promptly and provide exceptional service to satisfy their...

  • Entrepreneurs with A Growth Mindset

    1 month ago

    Tyler, United States Maverick Financial Services Full time

    Maverick Financial Services & Yellowstone Life Insurance Agency LLC an Integrity Company is in search of a Licensed Life Agent to join our dynamic team. In this role you will have the opportunity to impact lives positively by providing critical insurance solutions to families across the nation.As a Licensed Life Agent you will engage with clients and guide...

  • Entrepreneurs with A Growth Mindset

    2 months ago

    Tyler, United States Maverick Financial Services Full time

    Maverick Financial Services & Yellowstone Life Insurance Agency LLC an Integrity Company is in search of a Licensed Life Agent to join our dynamic team. In this role you will have the opportunity to impact lives positively by providing critical insurance solutions to families across the nation.As a Licensed Life Agent you will engage with clients and guide...

  • Service Advisor

    4 weeks ago

    Tyler, Texas, United States Classic Toyota Full time

    Job SummaryWe are seeking a skilled Service Advisor to join our team at Classic Toyota. As a key member of our service department, you will be responsible for providing exceptional customer service, ensuring seamless communication between customers and technicians, and promoting a positive dealership experience.Key ResponsibilitiesDeliver outstanding...

  • Financial Counselor

    4 weeks ago

    Tyler, United States Ensemble Health Partners Full time

    Thank you for considering a career at Ensemble Health Partners! Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the...

  • Patient Financial Representative

    4 weeks ago

    Tyler, Texas, United States CHRISTUS Health Full time

    Job Summary:The Patient Financial Representative is responsible for supporting the Revenue Cycle division of CHRISTUS Health by performing various tasks that facilitate account resolution and reconciliation of outstanding balances for patient accounts.The ideal candidate will have excellent communication skills, both written and verbal, and be able to work...

  • Maintenance Associate

    4 weeks ago

    Tyler, Texas, United States Walmart Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Maintenance Associate to join our team. As a Maintenance Associate, you will be responsible for ensuring the cleanliness and safety of our facilities, including sweeping, mopping, and performing routine maintenance tasks.Key Responsibilities:Ensure a safe and clean environment for members and...

  • Texas Works Advisor I

    3 weeks ago

    Tyler, Texas, United States Health & Human Services Comm Full time

    Job Description:This is a temporary position that is expected to end on a specified date. Upon hire, the selected candidate will be required to sign a Temporary Employment Agreement. Once hired, temporary employees may be eligible to transfer to a regular status vacant position, contingent upon regular status position availability, tenure, and job...

  • Retail Sales Associate

    4 weeks ago

    Tyler, Texas, United States Cash America Full time

    Job Title: Retail Sales AssociateAt Cash America, we are seeking a highly motivated and customer-focused Retail Sales Associate to join our team. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key Responsibilities:Greets and...

  • Retail Sales Associate

    2 months ago

    Tyler, Texas, United States Cash America Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Cash America Pawn. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key Responsibilities:Greets and...

  • Retail Sales Associate

    3 weeks ago

    Tyler, Texas, United States First Cash Pawn Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at First Cash Pawn. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key Responsibilities:Greets and interacts with...

  • Baker and Packager Associate

    3 weeks ago

    Tyler, Texas, United States Sam's Club Full time

    Job Summary:As a Baker and Packager Associate at Sam's Club, you will play a vital role in preparing fresh baked items daily for our members. This position requires a strong attention to detail, excellent communication skills, and the ability to work in a fast-paced environment. If you thrive in a dynamic setting and are passionate about providing...