Associate Financial Advisor - Wake Forest, NC

Edward Jones

About The Position

As an Associate Financial Advisor at Edward Jones, you will 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 will help source new clients, build and maintain client relationships, and contribute to the practice’s business outcomes. The role involves supporting discovery conversations and financial planning, preparing analyses and proposals, researching portfolio performance and costs, and assisting with investment implementation in accordance with suitability and firm guidance. You will also help monitor client progress, prepare reviews, adjust strategies as needs evolve, and support outreach, referrals, and community engagement. Additional discretionary compensation may be available based on branch and individual performance. Edward Jones is a privately owned Fortune 500 financial services firm serving more than 9 million clients, with 20,000 financial advisors across the U.S. and Canada. The firm describes its purpose as partnering for positive impact to improve the lives of clients and colleagues and better communities and society. It emphasizes an innovative, flexible, and inclusive organization where associates are valued and supported.

Requirements

A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed relationship-building and results-oriented skills.
Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills.
Self-motivation, accountability, and a strong drive to achieve goals in a performance-oriented environment.
Clear, confident communication skills, including the ability 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; licensing is fully sponsored and supported by Edward Jones.
Comfort learning and applying financial planning software and digital engagement tools.

Nice To Haves

Partial securities licensing, such as the SIE exam.
Three to five 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.

Responsibilities

Support discovery conversations, gather financial information, and help advance personalized financial plans aligned with client goals and priorities.
Prepare financial analyses and model scenarios to support comprehensive financial planning and alignment of investments with client goals and long-term priorities.
Research portfolio performance, allocation, and costs; prepare proposals; and support investment adjustments in line with suitability and firm guidance.
Partner with the financial advisor and practice team to monitor progress, prepare client reviews, and adjust strategies as client needs evolve.
Support outreach, referrals, and community engagement to contribute to client and practice growth.
Help source new clients and build and maintain client relationships.

Benefits

Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Short- and long-term disability coverage
Basic life and basic AD&D coverage
401(k) retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time and personal days
Paid day for volunteerism
Potential eligibility for bonuses and profit sharing
Employee Assistance Program
Professional development and a culture of continuous improvement