Associate Financial Advisor

Edward Jones is seeking an Associate Financial Advisor in Indian Wells, CA to support financial advisors and client service teams in delivering personalized planning and relationship-centered guidance.

Key Responsibilities

• Support discovery conversations to build and deepen client relationships, collect key financial information, and help advance personalized financial plans tied to client goals and priorities
• Assist with comprehensive financial planning by preparing analysis, building scenario models, and helping align investment approaches to life events, goals, and long-term priorities
• Contribute to portfolio strategy and implementation through research on performance, allocation, and costs; preparing proposals; and supporting investment adjustments consistent with suitability and firm guidance
• Partner with the financial advisor and practice team to deliver ongoing planning, including monitoring progress, preparing reviews, and updating strategies as client needs evolve
• Help drive client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to relationship-based financial planning

Requirements

• Bachelor's degree (or equivalent professional experience), with a background 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 goal-driven mindset with accountability in a performance-oriented environment
• Clear, confident communication skills, including the ability to simplify complex concepts and lead meaningful client conversations
• Ability to obtain Series 7, Series 66, and applicable state insurance licenses within three months of hire (Edward Jones sponsors and supports licensing)
• Comfort learning and applying financial planning software and digital engagement tools

Tools & Technologies

• MoneyGuide
• Salesforce

Benefits

• Medical and prescription drug coverage
• Dental
• Vision
• Voluntary benefits, such as 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
• Tax-advantaged accounts: health savings account and flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 each year
• Sick time
• Personal days
• Paid day for volunteerism
• Associates may be eligible for bonuses and profit sharing
• Employee Assistance Program

What Could Set You Apart

• Partial securities licensing (for example, the SIE exam)
• 3–5 years of experience in financial services, investment advisory, or wealth management
• CFP® designation or active progress toward it
• Familiarity with financial planning tools such as MoneyGuide or Salesforce

Professional Development

• Culture of continuous improvement and professional development