Associate Financial Advisor

3 weeks ago

Lexington, 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: 127 Library Hill Ln Suite B, Lexington, SC 29072

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

    3 weeks ago

    Lexington, 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 weeks ago

    Lexington, 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 weeks ago

    Lexington, 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...

  • Senior Financial Consultant

    3 weeks ago

    Lexington, Kentucky, United States Stone Press Financial Group Full time

    Financial Advisor RoleStone Press Financial Group is seeking a skilled Financial Advisor to collaborate with our team. As a Financial Advisor, you will engage with clients to understand their financial objectives, risk tolerance, and insurance coverage. You will then recommend a tailored financial strategy to help them achieve their goals.Key...

  • Financial Services Professional

    4 weeks ago

    Lexington, Kentucky, United States Stone Press Financial Group Full time

    About Stone Press Financial GroupWe're a growing company that empowers our advisors to drive their careers and make a meaningful impact in people's lives. Our culture values discipline, excellence, and a commitment to delivering exceptional results for our clients.We're seeking entrepreneurial candidates who share our passion for helping others achieve their...

  • Associate Client Advisor-Small Bus

    1 day ago

    Lexington, United States H&R Block Full time

    Job Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...

  • Associate Client Advisor-Small Bus

    2 weeks ago

    Lexington, United States H&R Block Full time

    554950BR Title: Associate Client Advisor-Small Bus & Tax What you'll do... : Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for...

  • Associate Client Advisor-Small Bus

    2 weeks ago

    Lexington, United States H&R Block Full time

    554950BR Title: Associate Client Advisor-Small Bus & Tax What you'll do... : Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for...

  • Senior Fiduciary Advisor

    4 weeks ago

    Lexington, Kentucky, United States PNC Financial Services Group, Inc. Full time

    Job DescriptionPNC Financial Services Group, Inc. is seeking a highly skilled and experienced Fiduciary Advisor to join our Private Bank organization in Lexington, KY.Key Responsibilities:Engage in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian, or agent.Administer the most complex fiduciary...

  • Tax Advisor-Small Business

    1 month ago

    Lexington, Kentucky, United States H&R Block Full time

    Job Title: Associate Client Advisor-Small BusAt H&R Block, we're committed to providing exceptional service to our clients. As an Associate Client Advisor-Small Bus, you'll play a key role in delivering personalized support to our small business clients.About the Role:As a key member of our team, you'll be responsible for providing expert advice on financial...

  • Senior Fiduciary Advisor

    4 weeks ago

    Lexington, KY , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and experienced Senior Fiduciary Advisor to join our Private Bank organization in Lexington, KY. As a Senior Fiduciary Advisor, you will be responsible for engaging in fiduciary decision-making, administering complex fiduciary accounts, and ensuring compliance with legal and regulatory...

  • Client Services Representative

    2 months ago

    Lexington, United States Cetera Financial Group Full time

    Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Services Representative

    3 months ago

    Lexington, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Bilingual Talent Advisor

    4 weeks ago

    Lexington, Kentucky, United States Daily Services LLC Full time

    Job SummaryWe are seeking a highly motivated and organized Talent Advisor to join our team at Daily Services LLC. The ideal candidate will have excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment.The Talent Advisor will be responsible for delivering exceptional customer service to clients and...

  • Senior Fiduciary Advisor

    3 weeks ago

    Lexington, Kentucky, United States The PNC Financial Services Group, Inc Full time

    Job DescriptionAs a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based in Lexington, KY.Key Responsibilities:Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent.Administers the most complex fiduciary accounts and sensitive high-profile...

  • Block Advisors Office Manager

    3 days ago

    Lexington, United States MSCCN Full time

    516898BR Title: Block Advisors Office Manager What you'll do... : Serve as the front-line manager responsible for leadership and development of associates in Block Advisors Office(s). Lead office in delivering an outstanding client experience, and achieving all office related growth objectives. Assist in integration of the firm to Block Advisor's platforms....

  • Block Advisors Office Manager

    4 days ago

    Lexington, United States MSCCN Full time

    516898BR Title: Block Advisors Office Manager What you'll do... : Serve as the front-line manager responsible for leadership and development of associates in Block Advisors Office(s). Lead office in delivering an outstanding client experience, and achieving all office related growth objectives. Assist in integration of the firm to Block Advisor's platforms....

  • Financial Services Associate

    4 weeks ago

    Lexington, Kentucky, United States Isaiah House Full time

    Job SummaryIsaiah House is seeking a detail-oriented and organized individual to fill the role of Client Financial Associate.This position is responsible for handling client finance issues, including capturing fees and client money, shopping for personal items, and ensuring timely submission of financial documents.The ideal candidate will possess strong...

  • Tax Advisor

    3 weeks ago

    Lexington, KY , USA, United States H&R Block Full time

    About the Role:We are seeking a highly skilled Tax Advisor to join our team at Block Advisors in Lexington, Kentucky. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax...

  • Seasonal Beauty Advisor

    2 weeks ago

    Lexington, United States Ulta Beauty Full time

    Ulta Beauty - 3220 Nicholasville Rd [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend...