Associate Financial Advisor

Edward Jones; Bedford (NH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays

Vacation time

Bonuses

Employee Assistance Program

Job summary

Edward Jones in Bedford, NH is hiring an Associate Financial Advisor to work with an established Financial Advisor, serving clients, growing the branch, and positively impacting communities while aligning with firm strategy.

The role offers paid training, a support network including headquarters assistance, a culture of development, and opportunities to obtain necessary licenses and certifications.

Qualifications

• Series 7 and Series 66 registrations required; if not registered, they may be obtained during study period.
• FINRA licenses required within three months.
• As an associate, complete ongoing training to maintain license.
• High School Diploma/Equivalent; Bachelor’s degree preferred.

Responsibilities

• Gather information to understand clients' needs and create personalized investment strategies.
• Meet with clients regularly to track progress and adjust plans.
• Collaborate with attorneys, accountants, and trust officers to understand goals and circumstances.
• Research portfolio performance, costs, and asset allocation to inform recommendations.
• Coordinate with the financial advisor to develop and monitor branch plans and growth.
• Develop community relationships to maintain local presence and referrals.

Skills

Relationship building

Regulatory compliance

Attention to detail

Time management

Communication

Education

Bachelor's degree

Job description

This job posting is anticipated to remain open for 30 days, from 15-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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.

Associate Financial Advisor Role

Join an Associate Financial Advisor at Edward Jones, working with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Support

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

Key Characteristics

• 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?

Key Responsibilities

• 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

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.

Benefits

• A culture of continuous improvement and professional development
• Full-time Associates receive the following benefits:
  • 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.
  • 401k retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account.
  • Ten paid holidays, 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.

Compensation

• 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.