Finance Jobs in Arlington, WA

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Associate Financial Advisor

Edward Jones Arlington, WA

Arlington, WA

Today

Full time Advisor Asset & Wealth Management Associate Financial Advisor

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Job Description

Edward Jones is hiring an Associate Financial Advisor in Arlington, WA to support personalized financial planning and client service through close collaboration with advisors and client support teams.

Responsibilities

Build and deepen client relationships by supporting discovery conversations, collecting key financial details, and helping advance personalized financial plans tied to client goals
Support comprehensive financial planning by preparing analysis and scenario models, and helping connect investments to client life events and long-term priorities
Assist with portfolio strategy and implementation through research on performance, allocation, and costs; help prepare proposals; and support investment adjustments within suitability and firm guidance
Partner with the financial advisor and practice team on ongoing financial planning, including monitoring progress, preparing reviews, and updating strategies as client needs change
Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to relationship-based planning

Requirements

Bachelor’s degree, or equivalent professional experience, or a background in financial services, sales, or a field that built relationship-building and achievement skills
Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication
Self-motivation and goal drive with accountability in a performance-oriented environment
Clear, confident communication skills to simplify complex topics and lead meaningful client conversations
Willingness to obtain Series 7, Series 66, and applicable state insurance licenses within three months of hire (Edward Jones fully 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-term 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 starting January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Eligibility for bonuses and profit sharing (associates may be eligible)
Employee Assistance Program

What Could Set You Apart

Partial securities licensing (for example, 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

Additional Workplace Expectation

Culture of continuous improvement and professional development

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