Talent.com
Associate Financial Advisor

Associate Financial Advisor

Edward JonesKansas City, MO, United States
30+ days ago
Job type
  • Full-time
Job description

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 inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.

Job Overview

Position Schedule : Full-Time

Branch Address : 1300 N W Briarcliff Pkwy, Ste 140, Kansas City, MO

This job posting is anticipated to remain open for 30 days, from 20-Oct-2025. The posting may close early due to the volume of applicants.

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 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.
  • Hiring Minimum : $68900.00

    Hiring Maximum : $73300.00

    Read More About Job Overview

    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
  • Read More About Skills / Requirements

    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

    Read More About Awards & Accolades

    About Us

    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.

    View our Purpose, Inclusion and Citizenship Report.

    Fortune 500, published June 2024, data as of December 2023. 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.

    Create a job alert for this search

    Financial Advisor • Kansas City, MO, United States

    Related jobs
    Financial Advisor Wealth

    Financial Advisor Wealth

    GpacKansas, Kansas, United States
    Full-time
    Quick Apply
    Financial Advisor Wealth and Trust.I am pleased to be called upon by a community bank in the area that trusts my vetting capabilities on both sides! I hope to find a win-win-win situation for this ...Show moreLast updated: 16 days ago
    • Promoted
    Wealth Management Client Associate

    Wealth Management Client Associate

    Bank of AmericaLeawood, KS, US
    Full-time
    Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...Show moreLast updated: 30+ days ago
    • Promoted
    Patient Financial Advisor

    Patient Financial Advisor

    University of Kansas Health SystemOverland Park, KS, United States
    Full-time
    Position Summary / Career Interest : .The Reproductive endocrinology, and infertility Patient Financial Advisor is responsible for providing financial assistance to all patients and families througho...Show moreLast updated: 2 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    BOK FinancialOverland Park, KS, US
    Full-time
    You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice.You make...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitGladstone, MO, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - Kansas City (5206)

    Financial Advisor - Kansas City (5206)

    Kansas StaffingKansas City, KS, US
    Full-time
    Financial Advisor - Kansas City.Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them.Our management...Show moreLast updated: 2 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $2,618 per week in Harrisonville, MO

    Travel Occupational Therapist (OT) - $2,618 per week in Harrisonville, MO

    AlliedTravelCareersHarrisonville, MO, US
    Full-time
    AlliedTravelCareers is working with Windsor Healthcare Recruitment Group, Inc.Occupational Therapist (OT) in Harrisonville, Missouri, 64701!. Great team to work with - OT for Long Term Care Facility...Show moreLast updated: 2 days ago
    • Promoted
    Financial Representative

    Financial Representative

    Guardian Kansas CityOverland Park, KS, US
    Full-time
    Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS.In this role, you’ll collaborate with individuals and families to des...Show moreLast updated: 30+ days ago
    • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce64150 Riverside, MO, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show moreLast updated: 30+ days ago
    • Promoted
    Alternate Investment Services, Associate 2

    Alternate Investment Services, Associate 2

    State StreetKansas City, Missouri, United States
    Full-time
    This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Who we are ...Show moreLast updated: 29 days ago
    • Promoted
    Tax Associate - Local

    Tax Associate - Local

    IntuitGladstone, MO, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Missouri StaffingKansas City, MO, US
    Full-time
    About Working at Commerce : Building a career here is more than just steps on a ladder.It's about helping people find financial safety and success, helping businesses thrive, and making sure people ...Show moreLast updated: 9 days ago
    • Promoted
    Tax Associate - Onsite

    Tax Associate - Onsite

    IntuitIndependence, MO, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    Associate Director - Wealth Advisory

    Associate Director - Wealth Advisory

    Principal Financial Group, Inc.USA, Missouri, Kansas City
    Full-time +1
    This role drives sales activities for Principal Asset Management throughout Des Moines, Kansas City and Omaha.This position partners closely with the Internal Wholesaler and Sr.Director within terr...Show moreLast updated: 7 days ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    UMB BankKansas City, MO, United States
    Full-time
    Private Wealth Management team.As a fiduciary, we deliver financial outcomes for our clients through team-based advice.We collaborate on holistic and personalized financial plans that turn goals in...Show moreLast updated: 4 days ago
    • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    BOK FinancialOverland Park, KS, US
    Full-time
    This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust.Our seasoned professionals excel at understanding clients' needs and crafting besp...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Associate

    Tax Associate

    IntuitRaytown, MO, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    • Promoted
    Seasonal Tax Associate - Local

    Seasonal Tax Associate - Local

    IntuitGladstone, MO, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago