Associate Financial Advisor

Edward Jones; Escondido (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical & prescription

Dental & vision

Disability & life insurance

401k & retirement accounts

Paid holidays & vacation

Bonuses & profit sharing

Employee Assistance Program

Job summary

Edward Jones in the United States is seeking an Associate Financial Advisor to partner with a financial advisor and the practice team. You will deliver personalized financial strategies and exceptional client service, sourcing new clients and building lasting relationships.

The role emphasizes comprehensive planning, ongoing collaboration, and growth through client referrals, with licensing sponsored by Edward Jones. A bachelor's degree and strong interpersonal skills are essential.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field
• Demonstrated experience in sales, business development, or client relationship management
• Self-motivated with a drive to achieve goals in a performance-oriented environment
• Clear, confident communication to simplify complex concepts for clients
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored by Edward Jones
• Comfort learning and using financial planning software and digital engagement tools

Responsibilities

• Build and deepen client relationships through discovery conversations and personalized financial plans
• Support comprehensive financial planning with analysis, scenarios, and investment alignment
• Guide portfolio strategy by researching performance, costs, and proposals
• Collaborate with the advisor and practice team to provide ongoing financial planning and reviews
• Contribute to client and practice growth through outreach, referrals, and community engagement

Skills

Relationship building

Interpersonal communication

Self-motivation

Clear communication

Licensing readiness

Sales background

Education

Bachelor's degree or equivalent

Tools

MoneyGuide

Salesforce

Financial planning software

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

Purpose, Inclusion and Citizenship Report

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.

As an associate financial advisor at Edward Jones, you’ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes.

What you’ll do

• Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities
• Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
• Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience

What experience you’ll need

• A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
• Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment
• Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully sponsored and supported by Edward Jones
• Comfort learning and applying financial planning software and digital engagement tools

What could set you apart

• Partial securities licensing (such as the SIE exam) is a genuine plus - but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you
• 3-5 years of experience in financial services, investment advisory or wealth management
• CFP® (Certified Financial Planner) designation or active progress toward it
• Familiarity with financial planning tools such as MoneyGuide or Salesforce

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.

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.

As a salaried professional, you can also expect…

• A culture of continuous improvement and professional development
• Full-time Associates receive the following benefits:
  • Edward Jones' compensation and benefits package includes 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.
  • Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
  • Edward Jones observes ten paid holidays and provides 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.
  • For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.