Financial Services Associate

2 weeks ago


Stoughton, Wisconsin, United States Edward Jones Full time
Opportunity Overview

If you are seeking a fulfilling and challenging career, the Junior Financial Consultant position at Edward Jones could be the ideal fit for you.

With the same licensing as our Wealth Advisors, Junior Financial Consultants collaborate with an established Wealth Advisor to assist clients, expand the branch, and make a positive impact in the community in line with our firm’s strategy.


Our Junior Financial Consultants play a crucial role in the client team, and we appreciate their diverse experiences, insights, and professional backgrounds. We value different perspectives to achieve outstanding results and enhance the lives of our clients.


Support and Development

We provide the necessary support to ensure your success:

  • Comprehensive training – Get registered and licensed while learning how to excel as a Junior Financial Consultant through the industry’s leading training program.
  • A robust support network that extends beyond your branch office, including assistance from headquarters via various communication channels.
Key Characteristics for Success

What traits would make you a successful Junior Financial Consultant?

  • Ability to build meaningful relationships with clients while understanding the legal and regulatory requirements related to offering financial solutions.
  • Strong critical thinking and problem-solving skills to provide tailored solutions to investment challenges, involving the Wealth Advisor when necessary.
  • Resilience and adaptability in a dynamic learning environment.
  • Attention to detail, along with excellent organizational and time management abilities.
Envision Yourself...

Providing customized investment and financial solutions to clients?

Fostering relationships within your local community to drive business growth?

Contributing to the branch business strategy to enhance overall effectiveness?


Position Responsibilities

Key responsibilities with both existing and new clients may include:

  • Gathering and analyzing information to thoroughly understand clients' needs, priorities, and concerns, thereby building trust and creating a personalized strategy to achieve their goals.
  • Regularly meeting with clients to monitor progress towards their goals, identify additional assets, proactively address emerging concerns, and adjust strategies as necessary.
  • Collaborating with other professionals in clients' networks, such as attorneys and accountants, to gain a comprehensive understanding of their goals and circumstances.
  • Researching portfolio performance, costs, asset allocation, and adjustments to investment strategies, and making informed recommendations to clients.
  • Working closely with the Wealth Advisor and branch team to ensure alignment and develop, monitor, and refine the branch business plan to achieve desired outcomes.
  • Building relationships with local organizations and businesses to maintain a strong community presence and generate referrals.
  • Coordinating with the Wealth Advisor to assist in acquiring new clients through various sourcing strategies.
  • Continuously pursuing personal and professional development.
Job Requirements

High School Diploma or equivalent is required; a Bachelor's degree is preferred.

Series 7 and Series 66 licenses are required; if not currently registered, these can be obtained during the assigned study period at Edward Jones.

A minimum of 3-5 years of relevant experience in the securities industry is preferred.

FINRA licenses must be obtained within three months. State insurance licenses are also required.

As an associate, you will be expected to complete all ongoing training offered by the firm and regulatory authorities, as well as any required training to maintain your licenses in good standing.

Company Overview

Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company where people are prioritized. With over 8 million clients and 19,000 financial advisors across North America, we take pride in being privately-owned, focusing on our clients rather than shareholder returns.


Our purpose is clear: We partner for positive impact to enhance the lives of our clients and colleagues, and together, we improve our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

At Edward Jones, our associates are seen, heard, respected, and supported, which we believe makes us the best place to start or advance your career.

Awards and Recognition

We are committed to creating an environment where everyone feels they belong. We take pride in our associates' contributions and the accolades we have received.

Position Schedule

Full-Time

Position Type

Branch Support - BOA

EEO Statement

Edward Jones does not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.

Recruiter

Raymond Campos

Compensation Information

As a salaried professional, you can expect a compensation package that includes bonus potential, 401K, and comprehensive health benefits.

Paid time off, including vacation, sick leave, holidays, and personal days.

A culture of continuous improvement and professional development.

Edward Jones believes in a human-centered approach as we partner for positive impact, enhancing the lives of our clients, colleagues, and communities.

The hiring range shown below is part of the total pay range, with opportunities for merit-based salary increases as you progress in the Junior Financial Consultant role.



  • Stoughton, Wisconsin, United States Creative Financial Staffing Full time

    Accounts Payable Specialist Position Overview: Attractive compensation package with avenues for career advancementRobust 401k matching to enhance your financial securityGenerous leave policies to promote a balanced lifestyleEngaging team-building activities for employees and their familiesPrimary Duties: Accurately process vendor invoices and reimbursement...


  • Stoughton, Wisconsin, United States Road Ranger LLC Full time

    Position OverviewRoad Ranger LLC is seeking a Subway Food Service Associate to become a vital part of our team. We offer competitive compensation based on your experience level.We are expanding and have immediate openings available. Whether you are looking for full-time or part-time employment, we have opportunities for you. Our benefits extend to both...

  • Staff Accountant

    13 hours ago


    Stoughton, Wisconsin, United States Roessel Joy Full time

    Job DescriptionRoessel Joy is seeking a highly skilled Staff Accountant to join their team. The ideal candidate will have a strong background in financial management and a passion for delivering high-quality financial services.Key ResponsibilitiesDevelop and implement financial strategies, policies, and procedures to ensure the company's financial goals are...


  • Stoughton, Wisconsin, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Stoughton, Wisconsin, United States Skaalen Nursing & Rehab Center Full time

    This position offers a commitment of 12-15 hours weekly, with short shifts ideal for students seeking part-time work. Typical hours are from 4:15 PM to 7:15 PM, including weekends and holidays. For those interested in additional hours, 8-hour shifts are available on non-school days and weekends. Key Responsibilities: Delivering personalized meals to...


  • Stoughton, Wisconsin, United States Skaalen Nursing & Rehab Center Full time

    Position Overview: This role involves working approximately 12-15 hours per week, with short shifts that are particularly suitable for students. Work Schedule: Shifts are from 4:15 PM to 7:15 PM, including weekends and holidays. For those seeking additional hours, 8-hour shifts are available on non-school days and weekends. Key Responsibilities: Delivering...


  • Stoughton, Wisconsin, United States Uniroyal Engineered Pro Full time

    Production Worker Opportunity at Uniroyal Engineered ProductsUniroyal Engineered Products is a well-established manufacturer focused on vinyl coated fabrics, providing robust and economical alternatives to conventional materials such as leather and cloth. Our facility specializes in a diverse array of automotive, specialty, and Naugahyde brand...


  • Stoughton, Wisconsin, United States BJ's Wholesale Club Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Gas Station Associate to join our team at BJ's Wholesale Club. As a Gas Station Associate, you will be responsible for the daily operation of the gas station, ensuring a safe and positive experience for our members.Key ResponsibilitiesMember Service: Provide exceptional member service, promptly...


  • Stoughton, Wisconsin, United States Clean Harbors Full time

    Job SummaryClean Harbors is seeking an experienced Environmental Services Foreperson to join our team in Stoughton, MA. As a key member of our environmental services team, you will be responsible for managing crews in the field and ensuring the safe and timely completion of environmental projects and emergency responses.Key ResponsibilitiesProject...

  • **General Manager

    2 days ago


    Stoughton, Wisconsin, United States Advance Auto Parts Full time

    About the RoleThe General Manager is a key leadership position at Advance Auto Parts, responsible for driving sales growth, improving customer satisfaction, and leading a high-performing team of sales and service professionals.Key ResponsibilitiesSales and Service Leadership: Develop and execute strategies to drive sales growth, improve customer...


  • Stoughton, Wisconsin, United States Goodyear Full time

    Goodyear. More Driven. IMMEDIATELY HIRING – APPLY TODAY We are a service and retreading market leader with over 200 Commercial Tire Centers and Truck Care Centers located across the United States. We have the unique ability to service the largest nationwide commercial fleets while also providing friendly hometown service to regional and local fleets. Our...

  • Registered Nurse

    5 days ago


    Stoughton, Wisconsin, United States Stoughton Health Full time

    Job SummaryWe are seeking a highly skilled Registered Nurse to join our Emergency Services team at Stoughton Health. As a key member of our healthcare team, you will provide exceptional patient care and contribute to a collaborative and supportive work environment.Key ResponsibilitiesProvide professional nursing care to patients in assigned units,...

  • Compensation Analyst

    2 weeks ago


    Stoughton, Wisconsin, United States Creative Financial Staffing Full time

    Payroll SpecialistFlexible work environment, autonomous positionWhat makes this organization appealing:They prioritize a healthy work-life balance along with a flexible work arrangement.If you value a career that offers adaptability, a comfortable atmosphere, and autonomy, this position is ideal for you.This company fosters a relaxed culture and a supportive...

  • Front Desk Associate

    3 months ago


    Stoughton, Wisconsin, United States Tru by Hilton Stoughton Full time

    Great benefits including: Employer Matching 401K Retirement PlanMedical InsuranceDental InsuranceVision InsuranceFREE life insuranceVacation PayHoliday PayManagement training Aperture Hotels is an established hotel management company with a management portfolio of well-known brands including Hilton Garden Inn, Homewood Suites, Hotel Indigo, Courtyard by...


  • Stoughton, Wisconsin, United States Ruth Ann Murphy - State Farm Agent Full time

    Job OverviewPOSITION SUMMARY:As a Client Relations Specialist with Ruth Ann Murphy - State Farm Agent, you will play a pivotal role in creating outstanding client interactions that contribute to the success of our insurance agency. Your meticulous attention to detail, strong customer service abilities, and genuine desire to assist others will make you an...


  • Stoughton, Wisconsin, United States Kohl's Full time

    About the RoleThis position involves delivering exceptional customer service and ensuring seamless store operations. Responsibilities include handling product processing, stocking, and engaging with customers.Key ResponsibilitiesProcess product shipments and manage stockroom operationsReplenish sales floor based on demand and seasonal changesEngage customers...


  • Stoughton, Wisconsin, United States American Family Insurance Full time

    About American Family InsuranceAt American Family Insurance, we're seeking ambitious professionals who have a proven track record of success and a strong work ethic. If you're driven to achieve your goals and committed to delivering exceptional results, we want to hear from you.Role of the Agency OwnerAs an Agency Owner with American Family Insurance, you'll...


  • Stoughton, Wisconsin, United States Walmart Full time

    Job Summary:As a Cart and Janitorial Associate at Walmart, you will play a vital role in ensuring a positive customer experience. Your responsibilities will include:Cart Retrieval: Gather carts from the parking lot and transport them to the store.Janitorial Duties: Clean restrooms, sales floor, and parking lot as needed to maintain a clean and safe...


  • Stoughton, Wisconsin, United States Healing Center of Mass Full time

    Job OverviewThe Healing Center of Mass, a prominent outpatient facility specializing in substance abuse treatment, is in search of a committed and empathetic Case Coordinator. In this role, you will engage with clients to create tailored treatment strategies and facilitate access to social services, aiding their transition back into society as healthy and...


  • Stoughton, Wisconsin, United States Field Force Merchandising Full time

    Job OverviewPosition: Part-Time Retail Service MerchandiserCompany: Field Force MerchandisingField Force Merchandising is in search of dedicated part-time retail service merchandisers to support ongoing initiatives in grocery retail environments. This role is designed for individuals who can start working promptly.Key Responsibilities:Conduct two service...