Current jobs related to Associate Financial Advisor - Lebanon - Edward Jones

  • Associate Financial Advisor

    2 months ago

    Lebanon, 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 months ago

    Lebanon, 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 Services Associate

    2 weeks ago

    Lebanon, Illinois, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as an Associate Financial Advisor. As a key member of our client team, you will work closely with our Financial Advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong...

  • Associate Financial Adviser

    2 months ago

    Lebanon, TN, United States Edward Jones Full time

    Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You and your financial advisor will complement each other to create capacity and provide value to your community. Position Schedule: Full-Time If you're looking for a challenging and rewarding career , the Associate...

  • Financial Services Associate

    2 months ago

    Lebanon, Illinois, United States Edward Jones Full time

    About the RoleAs an Associate Financial Adviser at Edward Jones, you will play a vital role in serving clients, growing the branch, and positively impacting communities in alignment with our firm's strategy.Key ResponsibilitiesBuild meaningful relationships with clients, understanding legal and regulatory requirements related to selling financial...

  • Financial Services Representative

    3 weeks ago

    Lebanon, Illinois, United States Edward Jones Full time

    Unlock Your Potential as an Associate Financial AdvisorAt Edward Jones, we're committed to helping our clients achieve their financial goals. As an Associate Financial Advisor, you'll play a vital role in providing personalized investment and financial solutions to our clients. If you're passionate about building meaningful relationships and making a...

  • Financial Services Representative

    4 weeks ago

    Lebanon, Illinois, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and skilled Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with our firm's strategy.Key ResponsibilitiesGather...

  • Travel Advisor

    1 week ago

    Lebanon, Pennsylvania, United States AAA Central Penn Full time

    Job Summary:The Travel Advisor is responsible for selling, arranging, and facilitating travel arrangements for AAA Members/clientele, who are purchasing commodity travel products and making reservations for domestic and international destinations.This position will support AAA Central Penn's Carlisle branch.Key Responsibilities:Advises, plans, arranges, and...

  • Seasonal Beauty Advisor

    4 weeks ago

    Lebanon, United States Ulta Beauty Full time

    Ulta Beauty - 1301 Quentin Rd Suite 100 [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...

  • Insurance Sales Manager

    4 weeks ago

    Lebanon, Missouri, United States PR Financial Full time

    Lead Life Insurance Agents and Drive Business GrowthAt PR Financial, we're expanding our team and seeking a seasoned life insurance professional to lead our agents and drive business growth. As a key member of our team, you'll be responsible for recruiting, training, and developing high-potential agents to become top performers.Key Responsibilities:Ensure...

  • RV Service Advisor

    4 weeks ago

    Lebanon, United States Blue Compass RV Full time

    Start your journey with Blue Compass RV as we are looking a Service Advisor to join our team. WHAT WE HAVE TO OFFER Blue Compass RV based out of Fort Lauderdale is the fastest growing RV Company with more than 100+ RV dealerships across the country! We staff each dealership with the best people in the business. We are known for the great care we take with...

  • Financial Manager Position

    1 month ago

    Lebanon, Pennsylvania, United States HealthTrust Full time

    Job SummaryThe Finance Manager is responsible for managing related activities associated with the financial analysis process for HealthTrust sourcing initiatives. This includes analyzing client purchase history, vendor proposals, market share data, trending, freight cost, fully loaded supply and equipment costs, and other financial information as...

  • Association Director

    1 week ago

    Lebanon, Pennsylvania, United States Pennsylvania Association of Realtors Full time

    Job SummaryWe are seeking an experienced Association Executive to lead the daily operations of our association. The ideal candidate will have a strong background in association leadership and governance, with excellent interpersonal and communication skills.Key ResponsibilitiesManage membership administration, event coordination, and board supportDevelop and...

  • Customer Service Associate

    1 month ago

    Lebanon, Tennessee, United States Advance Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail team, you will be responsible for providing exceptional customer service and support to our customers in our retail locations throughout Tennessee.Key ResponsibilitiesWelcome and engage with...

  • Operations Associate

    2 weeks ago

    Lebanon, Pennsylvania, United States Farm Credit East Full time

    Job SummaryThe Operations Associate serves as a key member of the Farm Credit East team, providing critical support to the organization's internal operations. This role is responsible for ensuring the efficient functioning of our operations, advancing strategic initiatives, and promoting exceptional customer and public relations.Key ResponsibilitiesProvide...

  • Warehouse Associate

    2 months ago

    Lebanon, Ohio, United States Sam's Club Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to join our team as a Backroom Associate at Sam's Club. As a key member of our warehouse team, you will be responsible for maintaining and processing shipments, receiving merchandise, and ensuring the safe and efficient operation of our facilities.Key ResponsibilitiesMaintain and...

  • Beauty Sales Associate

    2 weeks ago

    Lebanon, Pennsylvania, United States Ulta Beauty Full time

    Key Responsibilities: Greet and acknowledge each guest entering the store Determine each guest's needs and answer questions about products and services Partner with management to ensure guest needs are met Recommend additional and complementary products and/or servicesAbout the Role:As a Beauty Advisor at Ulta Beauty, you will be the face of our brand,...

  • Pharmacy Associate

    2 weeks ago

    Lebanon, Pennsylvania, United States Walmart Full time

    Job Summary:We are seeking a Pharmacy Associate to join our team at Walmart Supercenter #1775. As a Pharmacy Associate, you will be responsible for inputting and processing prescriptions, supporting patients with product information, and providing customer service in our store pharmacies.Key Responsibilities:Input and process prescriptionsSupport patients...

  • Branch Manager

    1 month ago

    Lebanon, Missouri, United States CURO Financial Technologies Full time

    Job Title: Branch ManagerCURO Financial Technologies is seeking a highly motivated and experienced Branch Manager to lead our local branch and drive business growth. As a key member of our team, you will be responsible for managing day-to-day operations, including profit and loss responsibility for the branch's operational budget.Key Responsibilities:Manage...

  • Customer Service Representative

    4 weeks ago

    Lebanon, Pennsylvania, United States Lendmark Financial Services, LLC Full time

    Job Title: Loan Consultant IIAt Lendmark Financial Services, we're committed to delivering exceptional customer experiences while providing personalized loan solutions. Our team is dedicated to building strong relationships with our customers, and we're seeking a talented Loan Consultant II to join our team.Key Responsibilities:Provide exceptional customer...

Associate Financial Advisor

2 months ago

Lebanon, 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: 214 W St Louis St, Lebanon, IL 62254

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

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 500 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.

Fortune 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-BOARequiredPreferredJob Industries
  • Other