Associate Financial Advisor - Santee, SC at Edward D. Jones in Santee, South Carolina

Job Description:

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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?

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

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