Associate Financial Advisor

4 weeks ago

Boone NC, Watauga County, NC, United States Edward Jones Full time
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 148 Highway 105 Ext Suite 201, Boone, NC 28607

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

  • Financial Sales Manager I

    4 weeks ago

    Fayetteville, NC, 28301, Cumberland County, NC, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager...

  • Senior Financial Services Representative

    2 weeks ago

    Granite Falls, NC, 28630, Caldwell County, NC, United States First Citizens Bank Full time

    Overview: A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real...

  • Operations Services Supervisor

    2 weeks ago

    Wilmington, NC, 28412, New Hanover County, NC, United States First Citizens Bank Full time

    Overview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller transactions and other customer service requests....

  • Pharmacy Manager

    3 weeks ago

    Elizabeth City, NC, 27906, Pasquotank County, NC, United States Virginia Oncology Associates Full time

    Overview: Virginia Oncology Associates, the largest group of medical professionals in Hampton Roads and Northeast North Carolina devoted exclusively to cancer care and blood disorders, has an exciting opportunity for an Oncology Pharmacy Manager for our office in Norfolk. Responsibilities: Oversees pharmacy services in accordance with governmental,...

  • Mobile Veterinarian

    3 weeks ago

    Apex, NC, 27502, Wake County, NC, United States Lap of Love Full time

    Life is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in ApexAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...

  • Veterinarian - Doctor of Veterinary Medicine

    3 weeks ago

    Charlotte, NC, 28280, Mecklenburg County, NC, United States Lap of Love Full time

    Life is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in CharlotteAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...

  • Full Time Veterinarian

    3 weeks ago

    Greensboro, NC, 27401, Guilford County, NC, United States Lap of Love Full time

    Life is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in GreensboroAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...

  • Full Time Veterinarian

    16 hours ago

    Greensboro, NC, 27401, Guilford County, NC, United States Lap of Love Full time

    Life is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in GreensboroAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...

  • Mobile Veterinarian

    17 hours ago

    Apex, NC, 27502, Wake County, NC, United States Lap of Love Full time

    Life is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in ApexAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...

  • Manufacturing Maintenance Mechanic

    3 weeks ago

    Holly Springs, NC, 27540, Wake County, NC, United States CSL Seqirus Full time

    Do you want to work with a company that tackles fascinating problems and find solutions to complex challenges? Seqirus has an exciting opportunity to join our expanding team in Holly Springs, NC. With an advanced manufacturing facility and expertise in influenza science we are one of the world leaders in the production of the influenza vaccine. We operate as...

  • Registered Nurse

    1 month ago

    Raleigh, NC, 27601, Wake County, NC, United States Agape Care Group Part time

    Overview: At Agape Care Group, Hands of Hope is our pediatric care program, which offers palliative and concurrent care for any child managing a life-limiting illness. Our care is provided by the only nationally board-certified interdisciplinary pediatric team in South Carolina. Through our compassionate care model, Hands of Hope provides support for the...

  • Veterinarian - Doctor of Veterinary Medicine

    3 weeks ago

    Winston-Salem, NC, 27101, Forsyth County, NC, United States Lap of Love Full time

    Life is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in Winston-SalemAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...

  • Veterinarian - Doctor of Veterinary Medicine

    3 weeks ago

    Raleigh, NC, 27603, Raleigh, NC, United States Lap of Love Full time

    Life is HAPPIER at Lap of Love! Join Lap of Love as an In-Home, Associate Veterinarian in RaleighAre you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you’d always envisioned by having generous appointment times and minimal administrative work? Do you consider yourself a...

  • New Graduate Nurse Residency

    3 weeks ago

    Morganton, NC, 28680, Burke County, NC, United States Mission Hospital Full time

    Description This position is eligible for a sign on bonus. Do you want to join an organization that invests in you? At HCA's NC hospitals you come first! HCA Healthcare is committed to the growth and development of our future nurses!The HCA Healthcare Residency Program is a year-long program designed to give you hands-on experience to help establish...

  • Associate Financial Advisor

    1 week ago

    Boone, 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

    Boone, 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

    3 weeks ago

    Boone, 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

    Boone, United States Edward Jones Full time

    Job DescriptionClient 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...

  • Associate Financial Advisor

    21 hours ago

    Boone, United States Edward Jones Full time

    Job DescriptionClient 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...

  • Associate Financial Advisor

    1 hour ago

    Boone, 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...

  • Medical Senior Advisor

    1 week ago

    Charlotte, NC, United States USAA Full time

    Why USAA? At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. As a dedicated Senior Front Line Control Testing Advisor , you will be working in a fast...

  • Tax Manager

    1 month ago

    Boone, United States T.J.T. Full time

    TJT is seeking an experienced Tax Manager to become an integral part of our tax team in a full-time capacity. This is an exciting opportunity to serve as a valued business advisor and deliver industry-focused taxation services to middle market clients. As a Tax Manager, you will work side-by-side with firm leadership to serve TJT clients and grow the...

  • Associate Director, Analytics-Credit Cards

    5 days ago

    Charlotte, NC, United States OneMain Financial Full time

    Position: Associate Director, Analytics-Credit CardsLocation: Charlotte, NC (Hybrid)We are currently seeking a Associate Director for our Credit Card Analytics team in Charlotte, NC to help grow our new credit card business. In this critical role, the select individual will build the analytics team for the newly launched credit card business. This leader...

  • Associate Director, Analytics-Credit Cards

    12 hours ago

    Charlotte, NC, United States OneMain Financial Full time

    Position: Associate Director, Analytics-Credit CardsLocation: Charlotte, NC (Hybrid)We are currently seeking a Associate Director for our Credit Card Analytics team in Charlotte, NC to help grow our new credit card business. In this critical role, the select individual will build the analytics team for the newly launched credit card business. This leader...

  • National Sales Associate, OnMedia

    7 days ago

    Boone, United States Mediacom Communications Full time

    Located in West Des Moines, IA Position: National Sales Associate, OnMedia Who we are: Since 1995, Mediacom Communications has become a coast-to-coast presence with operations in 22 states and a team exceeding 4,000 people with the mission of bridging the digital divide between America's major cities and America's smaller regions. The services we...

  • National Sales Associate, OnMedia

    1 week ago

    Boone, United States Mediacom Communications Full time

    Located in West Des Moines, IA Position: National Sales Associate, OnMedia Who we are: Since 1995, Mediacom Communications has become a coast-to-coast presence with operations in 22 states and a team exceeding 4,000 people with the mission of bridging the digital divide between America's major cities and America's smaller regions. The services we...

  • National Sales Associate, OnMedia

    21 hours ago

    Boone, United States Mediacom Communications Full time

    Located in West Des Moines, IA Position: National Sales Associate, OnMedia Who we are: Since 1995, Mediacom Communications has become a coast-to-coast presence with operations in 22 states and a team exceeding 4,000 people with the mission of bridging the digital divide between America's major cities and America's smaller regions. The services we...

  • Regional Finance Officer

    2 weeks ago

    Boone, United States Samaritan's Purse Full time

    Regional Finance Officer Location: Boone, NC, United States Job ID: 14827 Date Posted: Jan 17, 2024 Job Description Get Involved! Samaritan's Purse is seeking a Regional Finance Officer (RFO) to join the Field Finance team at our International Headquarters location in Boone, NC. As a Regional Finance Officer (RFO), you will be responsible for providing...

  • Regional Finance Officer

    5 days ago

    Boone, United States Samaritan's Purse Full time

    Regional Finance Officer Location: Boone, NC, United States Job ID: 14827 Date Posted: May 24, 2024 Job Description Get Involved! Samaritan's Purse is seeking a Regional Finance Officer (RFO) to join the Field Finance team at our International Headquarters location in Boone, NC. As a Regional Finance Officer (RFO), you will be responsible for providing...

  • Universal Banker

    7 days ago

    Boone, United States First Horizon Bank Full time

    Location: On-site in Boone, North Carolina  A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This...

  • Universal Banker

    1 week ago

    Boone, United States First Horizon Full time

    Location: On-site in Boone, North Carolina A successful Universal Banker is versatile, flexible, and talented.You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This position is...

  • FT Evening Manager

    1 week ago

    Boone, United States Food Lion Full time

    Address: USA-NC-Boone-1864 Old Hwy 421 S Store Code: Store 02592 Grocery (7234457) Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 Southeastern and Mid-Atlantic states.PRIMARY PURPOSEResponsible for retail...

  • FT Evening Manager

    6 hours ago

    Boone, United States Food Lion Full time

    Address: USA-NC-Boone-1864 Old Hwy 421 S Store Code: Store 02592 Grocery (7234457) Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 Southeastern and Mid-Atlantic states.PRIMARY PURPOSEResponsible for retail...

  • Universal Banker

    5 days ago

    Boone, United States First Horizon Bank Full time

    Location: On-site in Boone, North Carolina  A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This...