Associate Financial Advisor

Edward Jones; Sonoma (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Edward Jones in Sonoma, CA seeks an Associate Financial Advisor to collaborate with one or more financial advisors and client support teammates to deliver personalized financial strategies and exceptional client service.

The role focuses on sourcing new clients, building relationships, and supporting ongoing financial planning, with licensing sponsored by Edward Jones; a bachelor's degree or equivalent experience is required, plus a drive to achieve results.

Qualifications

• Bachelor's degree, equivalent professional experience, or a background in financial services.
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
• Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire; licensing is sponsored by Edward Jones.
• Clear, confident communication skills and ability to simplify complex concepts for clients.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering key financial information.
• Support comprehensive financial planning by preparing analysis, modeling scenarios, and aligning investments with client goals.
• Guide portfolio strategy and implementation by researching performance, costs, and preparing proposals.
• Partner with the advisor and team to deliver ongoing financial planning, including reviews and strategy adjustments.

Skills

Sales experience

Client relationship management

Communication skills

Self-motivated

Education

Bachelor's degree

Equivalent professional experience

Tools

MoneyGuide

Salesforce

Job description

This job posting is anticipated to remain open for 30 days, from 11-Aug-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.

View our 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.