Associate Financial Advisor

Edward Jones seeks an Associate Financial Advisor in Oceanside, CA (onsite) to support a broader practice team with client-focused financial planning and practice growth.

Responsibilities

• Support relationship-building by participating in discovery conversations, collecting key financial information, and helping advance personalized financial plans aligned to client goals and priorities
• Assist with financial planning through preparing analysis and modeling scenarios, and helping align investments to client goals, life events, and long-term priorities
• Help guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in line with suitability and firm guidance
• Partner with the financial advisor and practice team to deliver ongoing planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs change
• Contribute to client and practice growth by supporting outreach, referrals, and community engagement to connect clients to relationship-based financial planning

Requirements

• Bachelor’s degree, or equivalent professional experience, or a background in financial services, sales, or a related field that developed your ability to build relationships and achieve results
• Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication
• Self-motivation and a strong drive to achieve goals, with accountability in a performance-oriented environment
• Clear, confident communication skills to simplify complex concepts and support meaningful client conversations
• Willingness to obtain Series 7, Series 66, and applicable 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

Technologies

• MoneyGuide
• Salesforce

Benefits

• Medical and prescription drug coverage
• Dental
• Vision
• Voluntary benefits (including accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life and basic AD&D coverage provided at no cost to associates
• 401k 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
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing (associates may be eligible)
• Employee Assistance Program

What Could Set You Apart

• Partial securities licensing (such as the SIE exam)
• 3 to 5 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

Additional Information

• Anticipated posting duration: 30 days, opening 10-Nov-2026
• Posting may close early based on applicant volume