Talent.com
Associate Financial Advisor

Associate Financial Advisor

Edward JonesSpring, TX, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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 : 1400 Woodloch Forest Dr, Suite 530, The Woodlands, TX

This job posting is anticipated to remain open for 30 days, from 09-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.

    Required

    Preferred

    Job Industries

  • Other
  • serp_jobs.job_alerts.create_a_job

    Financial Advisor • Spring, TX, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce77218 Houston, TX, US
    serp_jobs.job_card.full_time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    BOK FinancialHouston, TX, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationLeague City, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Financial Advisor

    Associate Financial Advisor

    First Tech Federal Credit UnionSpring, Texas, United States
    serp_jobs.job_card.full_time
    The Associate Financial Advisor is mentored by a Financial Advisor while assisting members, clients, and prospects with information, products and procedures to implement an investment program.This ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Investment Sales Associate / Senior Associate / Broker

    Investment Sales Associate / Senior Associate / Broker

    Goodwin AdvisorsHouston, TX, US
    serp_jobs.job_card.full_time
    Goodwin Advisors is a commercial real estate boutique capital markets firm based in Texas.We prioritize bespoke advice and optimal execution by customizing solutions for clients' needs rather than ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Wealth Advisor - Houston

    Wealth Advisor - Houston

    BankTalent HQHouston, TX, United States
    serp_jobs.job_card.full_time
    At Amegy Bank, people and culture are at the heart of everything we do.We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team.We...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce77202 Houston, TX, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Associate, Private Equity Fund Services

    Associate, Private Equity Fund Services

    Baker Tilly Advisory Group, LPUSA, Texas, Houston
    serp_jobs.job_card.full_time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Edward JonesThe Woodlands, TX, US
    serp_jobs.job_card.full_time
    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 vi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Wealth Associate

    Private Wealth Associate

    AllianceBernsteinHouston, TX, US
    serp_jobs.job_card.full_time
    Bernstein Private Wealth Management Associate.Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.As an industry lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Northeast Houston Area

    Financial Solutions Advisor - Northeast Houston Area

    Bank of AmericaSpring, TX, US
    serp_jobs.job_card.full_time
    Please note this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Wealth Manager

    Associate Wealth Manager

    Willis Johnson & AssociatesHouston, TX, US
    serp_jobs.job_card.full_time
    The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Associate Financial Advisor

    Associate Financial Advisor

    First Technology Federal Credit UnionSpring, TX, US
    serp_jobs.job_card.full_time
    The Associate Financial Advisor is mentored by a Financial Advisor while assisting members, clients, and prospects with information, products and procedures to implement an investment program.This ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Central Houston Area

    Financial Solutions Advisor - Central Houston Area

    Bank of AmericaHouston, TX, US
    serp_jobs.job_card.full_time
    Job Opportunity At Bank of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Wellby Financial

    Financial Advisor - Wellby Financial

    LPL FinancialHouston, TX, US
    serp_jobs.job_card.full_time
    Financial Advisor - Wellby Financial.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Wellby Financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Associate / Service Wealth Advisor SilverStar Wealth Management

    Associate / Service Wealth Advisor SilverStar Wealth Management

    Kestra Financial Independent AdvisorCypress, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Ad...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Wealth Advisor I / II / III

    Private Wealth Advisor I / II / III

    TrustmarkHouston, TX, US
    serp_jobs.job_card.full_time
    The Private Wealth Advisor serves as a trusted financial counselor to high-net-worth individuals and families.This role requires providing comprehensive wealth management solutions, including finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitDAYTON, Texas, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Financial Advisor Remote

    Financial Advisor Remote

    Paramount Leadership DevelopmentHouston, TX, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy.Through ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitDAYTON, Texas, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day