Associate Financial Advisor

3 days ago

Olympia, 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: 1801 West Bay Drive Nw, Suite 205, Olympia, WA 98502

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: $59918.00
Hiring Maximum: $70034.00

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

    Olympia, 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

    4 days ago

    Olympia, 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

    1 day ago

    Olympia, 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

    7 days ago

    Olympia, 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

    Olympia, 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

    Olympia, WA, 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 week ago

    Olympia, Washington, United States Swedish Full time

    About the RoleAs a Patient Financial Counselor at Providence St. Peter Hospital, you will be part of a team that provides direct interaction with patients and their families, either on the phone or in person. Your primary responsibility will be to ease the way in resolving patient accounts through financial clearance, payment collection, obtaining...

  • Patient Financial Advisor

    4 weeks ago

    Olympia, Washington, United States Swedish Full time

    About the RoleAs a Patient Financial Counselor at Providence St. Peter Hospital, you will be part of a team that provides direct interaction with patients and their families, either on the phone or in person. Your primary responsibility will be to ease the way in resolving patient accounts through financial clearance, payment collection, obtaining...

  • Patient Financial Advisor

    1 month ago

    Olympia, Washington, United States Swedish Full time

    Job SummaryWe are seeking a skilled Patient Financial Counselor to join our team at Swedish. As a Patient Financial Counselor, you will play a critical role in ensuring the financial well-being of our patients and their families.Key Responsibilities:Provide exceptional customer service to patients and their families, addressing their financial concerns and...

  • Patient Financial Advisor

    1 month ago

    Olympia, Washington, United States Swedish Full time

    Job SummaryWe are seeking a skilled Patient Financial Counselor to join our team at Swedish. As a Patient Financial Counselor, you will play a critical role in ensuring the financial well-being of our patients and their families.Key Responsibilities:Provide exceptional customer service to patients and their families, addressing their financial concerns and...

  • Senior Tax Advisor

    4 weeks ago

    Olympia, Washington, United States Baker Tilly US, LLP Full time

    About Baker Tilly US, LLPBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.As a member of Baker Tilly International, a worldwide network of independent accounting and business advisory...

  • Senior Tax Advisor

    1 month ago

    Olympia, Washington, United States Baker Tilly US, LLP Full time

    About Baker Tilly US, LLPBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Job SummaryWe are seeking a Senior Tax Associate to join our team as a trusted business advisor, delivering...

  • Senior Tax Advisor

    4 weeks ago

    Olympia, Washington, United States Baker Tilly US, LLP Full time

    About Baker Tilly US, LLPBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Job SummaryWe are seeking a Senior Tax Associate to join our team as a trusted business advisor, delivering...

  • Insurance Professional

    3 weeks ago

    Olympia, United States Country Financial Full time

    About the RoleWe are seeking ambitious and entrepreneurial professionals to join our team as Insurance Agents. As an Insurance Agent, you will have the opportunity to build a rewarding and financially stable career while enriching lives in the communities we serve.Key ResponsibilitiesTake a consultative approach to grow business with existing and prospective...

  • Insurance Professional

    3 weeks ago

    Olympia, United States Country Financial Full time

    About the RoleWe're seeking ambitious and entrepreneurial professionals to join our team as Insurance Agents. As an independent contractor, you'll have the opportunity to build a rewarding and financially stable career while enriching lives in the communities we serve.Key ResponsibilitiesTake a consultative approach to grow business with existing and...

  • EDI Onboarding Associate

    3 weeks ago

    Olympia, Washington, United States Lincoln Financial Group Full time

    Job SummaryWe are seeking an EDI Onboarding Associate to join our Group Protection Operations Team at Lincoln Financial Group. As an EDI Onboarding Associate, you will be responsible for delivering on EDI onboarding and implementation assignments & projects. You will support pre- and post-sales activity in providing guidance regarding compatibility of...

  • Labor & Policy Advisor

    2 weeks ago

    Olympia, United States State of Washington Full time

    DESCRIPTION If you answer YES to any of these questions this is the perfect opportunity for you! Are you a self-starter with an interest in labor relations and executive management? Do you thrive in a fast paced, team environment? Are you seeking a position that will make a significant impact within an agency About the Agency & Division: The Washington...

  • Labor & Policy Advisor

    3 weeks ago

    Olympia, United States State of Washington Full time

    DESCRIPTION If you answer YES to any of these questions this is the perfect opportunity for you!Are you a self-starter with an interest in labor relations and executive management?Do you thrive in a fast paced, team environment?Are you seeking a position that will make a significant impact within an agency?About the Agency & Division:The Washington State...

  • Labor & Policy Advisor

    3 weeks ago

    olympia, United States State of Washington Full time

    DESCRIPTION  If you answer YES to any of these questions this is the perfect opportunity for you!Are you a self-starter with an interest in labor relations and executive management?Do you thrive in a fast paced, team environment?Are you seeking a position that will make a significant impact within an agency?About the Agency & Division:The Washington State...

  • Labor & Policy Advisor

    2 weeks ago

    Olympia, United States State of Washington Full time

    DESCRIPTION If you answer YES to any of these questions this is the perfect opportunity for you!Are you a self-starter with an interest in labor relations and executive management?Do you thrive in a fast paced, team environment?Are you seeking a position that will make a significant impact within an agency?About the Agency & Division:The Washington State...