Edward Jones · 2 months ago
Associate Financial Advisor
Mount Vernon, OH
Full-time
Onsite
Mid Level
$62K/yr - $66K/yr
3+ years expEdward Jones is a Fortune 500 company focused on making a difference in the lives of clients and associates. The Associate Financial Advisor role involves working closely with a Financial Advisor to provide personalized investment solutions, grow client relationships, and contribute to the branch's success.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
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
Qualification
Required
High School Diploma/Equivalent required
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
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
Preferred
Bachelor's degree preferred
At least 3-5 years of relevant experience in securities industry preferred
Benefits
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
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.
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
thecanadianpressnews.ca
2026-01-16
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2026-01-16
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