Associate Financial Advisor

2 months ago

Whitehall, 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: 211 South Mears Ave, Whitehall, MI 49461

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

  • Sales Advisor

    1 month ago

    Whitehall Township, United States ActionLink Full time

    Job DescriptionJob DescriptionJoin our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment!ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Whitehall PA 18052.  What's in it for you? Elevate your sales skills: Demonstrate...

  • Sr. Financial Analyst

    1 month ago

    Whitehall, United States She Recruits, LLC Full time

    We are seeking a strong Financial Analyst with high energy and drive. This position will report to the Controller. Key Responsibilities: Lead role with shop floor cost system. Analysis of financial and operational results. Monthly tracking and reconciliation of AR issues. Month-end closing and reporting, including account reconciliations and coordination of...

  • Sr. Financial Analyst

    3 months ago

    Whitehall, United States She Recruits, LLC Full time

    We are seeking a strong Financial Analyst with high energy and drive. This position will report to the Controller. Key Responsibilities: Lead role with shop floor cost system. Analysis of financial and operational results. Monthly tracking and reconciliation of AR issues. Month-end closing and reporting, including account reconciliations and coordination of...

  • Assistant Store Manager

    3 weeks ago

    Whitehall, United States Community Choice Financial Family of Brands Full time

    Overview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in overseeing, training, and...

  • Sales Advisor

    1 week ago

    Whitehall, OH, United States Best Buy Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through technology. Serve as a brand ambassador by bringing together your passion for people and technology to serve our customers Ensure your...

  • Senior Product Associate

    3 weeks ago

    Whitehall, United States JPMorgan Chase & Co Full time

    JOB DESCRIPTIONUnleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations. As a Senior Product Associate in the Service Product Group, you contribute to the team by leveraging your expertise in product development and...

  • Senior Product Associate, Service Product Group

    3 weeks ago

    Whitehall, United States JPMorgan Chase & Co Full time

    JOB DESCRIPTIONUnleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations. As a Senior Product Associate in the Service Product Group, you contribute to the team by leveraging your expertise in product development and...

  • Insurance and Financial Services Position

    3 months ago

    Whitehall, United States Colten Jamieson - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:Colten Jamieson - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry...

  • Senior Product Portfolio Operations Associate

    3 weeks ago

    Whitehall, United States JPMorgan Chase & Co Full time

    JOB DESCRIPTION Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation.   As a Senior Product Portfolio Operations Associate in Fraud and Customer Protection Services, you are a...

  • Retail Sales Associate

    7 days ago

    Whitehall, United States Best Buy Careers Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through...

  • Retail Sales Associate

    7 days ago

    Whitehall, United States Best Buy Full time

    As a Retail Sales Associate, youll be the face of Best Buy for everyone who visits our stores. Well train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with whats possible, youll help us enrich lives through...

  • Senior Product Portfolio Operations Associate

    3 weeks ago

    Whitehall, United States JPMorgan Chase & Co Full time

    JOB DESCRIPTION Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Fraud and Customer Protection Services, you are a...

  • PT Sales Associate

    2 months ago

    Whitehall, United States The Lovesac Company Full time

    Job Details Job Location Whitehall - Whitehall, PA Position Type Part Time Education Level High School   Salary Range $15.00 - $16.54 Hourly Travel Percentage Negligible Job Shift Any Job Category Sales Description We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac...

  • PT Sales Associate

    2 months ago

    Whitehall, United States Lovesac Full time

    Job DetailsJob Location Whitehall - Whitehall, PA Position Type Part Time Education Level High School Salary Range $15.00 - $16.54 Hourly Travel Percentage Negligible Job Shift Any Job Category Sales DescriptionWe LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac Family is...

  • Insurance and Financial Services Position- State Farm Agent Team Member

    1 month ago

    Whitehall Township, United States Kaye-Ann Brown-Barrett - State Farm Agency Intern Full time

    Job DescriptionJob DescriptionBenefits:Commission based on performanceSalary plus commission/bonusTraining & developmentCompetitive salaryHealth insuranceOpportunity for advancementPaid time offAGENCY DESCRIPTION: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm...

  • Insurance and Financial Services Position- State Farm Agent Team Member

    1 month ago

    Whitehall Township, United States Kaye-Ann Brown-Barrett - State Farm Agency Intern Full time

    Job DescriptionJob DescriptionBenefits:Commission based on performanceSalary plus commission/bonusTraining & developmentCompetitive salaryHealth insuranceOpportunity for advancementPaid time offAGENCY DESCRIPTION: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm...

  • Insurance and Financial Services Position- State Farm Agent Team Member

    3 weeks ago

    Whitehall Township, United States Kaye-Ann Brown-Barrett - State Farm Agency Intern Full time

    Job DescriptionJob DescriptionBenefits:Commission based on performanceSalary plus commission/bonusTraining & developmentCompetitive salaryOpportunity for advancementPaid time offAGENCY DESCRIPTION: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent...

  • 112 - Front End - Customer Service>

    2 months ago

    Whitehall, United States Forman Mills Full time

    Forman Mills - 2150 MacArthur Road [Retail Associate / Team Member] As a Customer Service Associate at Forman Mills, you'll: Assist customers in finding products and provide exceptional service; Operate cash registers and handle financial transactions accurately; Maintain cleanliness and organization of the store; Stock shelves and ensure merchandise is...

  • Retail Sales Associate

    1 week ago

    Whitehall, OH, United States Best Buy Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through...

  • Insurance Agency Manager

    1 week ago

    Whitehall, United States West Central Insurance Services Full time $1,000 - $1,001

    Job DescriptionJob DescriptionEmployer:  West Central Insurance ServicesLocations:  River Falls, Frederic, Butternut, WhitehallFull-Time Hours:  Monday-Friday, 40 hours/weekEmployment:  Regular Hire, SalarySend Resume and Cover Letter to:  Brent Olson - brent@rivervalleymutual.com Minimum Education Required:  Licensed insurance agent with strong...