Associate Financial Advisor

4 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 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
  • 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

    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...

  • Financial Advisor

    3 weeks ago

    Springfield, United States Grenier Financial Services Full time

    Benefits: 401(k) Bonus based on performance Competitive salary If you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the company. The person who best fills this role will...

  • Senior Financial Advisor

    4 weeks ago

    Springfield, Illinois, United States Edelman Financial Engines Full time

    Job SummaryAt Edelman Financial Engines, we believe in empowering individuals to take control of their financial lives. As a Senior Financial Advisor, you will play a crucial role in helping our clients achieve their long-term financial goals. With a focus on fee-based advice and asset management, you will provide personalized guidance to our clients,...

  • Associate Financial Advisor

    4 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...

  • Patient Financial Advisor

    1 month ago

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

    Job Title: Patient Financial AdvisorEffingham 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 and families.Job SummaryUnder the general direction of the Patient Access Manager, the...

  • Client Service Associate

    3 weeks ago

    Springfield, United States Stifel Financial Full time

    The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Service, Processing, Branch Manager, Retail, Client

  • Client Service Associate

    3 weeks ago

    Springfield, United States Stifel Financial Full time

    The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processi Client Service, Associate, Service, Processing, Branch Manager, Retail, Client

  • Financial Solutions Advisor

    4 weeks ago

    Springfield, Illinois, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorJob Summary:As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized financial plans that align with their objectives.Key Responsibilities:Build and...

  • Patient Financial Advisor

    1 month ago

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

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

  • Patient Financial Advisor PRN

    4 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...

  • Insurance Agent

    4 weeks ago

    Springfield, United States Country Financial Full time

    DescriptionThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. We’re looking for an experienced insurance professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial® products...

  • Insurance Agent

    4 weeks ago

    Springfield, United States Country Financial Full time

    DescriptionThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.We’re looking for an experienced insurance professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial® products and...

  • Senior Financial Associate

    4 weeks ago

    Springfield, Virginia, United States Quantech Services Full time

    Job Title: Senior Financial AssociateQuantech Services is seeking a highly skilled Senior Financial Associate to join our team. As a key member of our Financial Management Directorate, you will play a critical role in creating, planning, and implementing solutions for the improved processing, analysis, collection, organization, storage, management,...

  • Financial Representative Trainee

    4 weeks ago

    Springfield, Illinois, United States Mutual of Omaha Full time

    Financial Representative TraineeAre you looking for a challenging and rewarding career in the financial services industry?As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a...

  • Patient Financial Advisor

    3 weeks ago

    Springfield, United States Effingham Health System Full time

    Job Type Full-time Description Are you interested in building a career with other TOP PERFORMERS? Effingham Health System is committed to providing exceptional care and services in an environment that supports professional growth, diversity, and inclusion. Every team member's experience and work-life balance are a priority in our organization. EHS culture...

  • Patient Financial Advisor

    2 weeks ago

    Springfield, United States Effingham Health System Full time

    Job Type Full-time Description Are you interested in building a career with other TOP PERFORMERS? Effingham Health System is committed to providing exceptional care and services in an environment that supports professional growth, diversity, and inclusion. Every team member's experience and work-life balance are a priority in our organization. EHS culture...

  • Financial Services Professional

    4 weeks ago

    Springfield, Illinois, United States Direct Federal Credit Union Full time

    Financial Advisor Role at Apple Federal Credit UnionAs a Financial Advisor at Apple Federal Credit Union, you will play a pivotal role in helping clients achieve their financial goals and secure their financial futures. This position offers an exciting income opportunity, a supportive and collaborative work culture, and ample room for professional growth and...

  • Senior Financial Associate

    4 weeks ago

    Springfield, Virginia, United States Quantech Services Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Associate to join our team at Quantech Services. As a key member of our Financial Management Directorate, you will play a critical role in supporting the objectives of the FM Business Solutions Office (FMZ) to create, plan, and implement solutions for the improved processing, analysis, collection,...

  • Seasonal Beauty Advisor

    5 days ago

    Springfield, United States Ulta Beauty Full time

    Ulta Beauty - 1250 Baltimore Pike [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...