Finance Jobs in Shawnee, OK

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Associate Financial Advisor

Edward Jones Shawnee, OK

Shawnee, OK

Today

Full time Associate Financial Advisor Business Development Client Relations

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Job Description

Edward Jones is seeking an Associate Financial Advisor in Shawnee, OK (onsite) to support financial advisors and client support teammates as they deliver individualized financial strategies and high-quality client service. In this role, you will contribute to client relationship building and help support practice growth through ongoing planning and targeted outreach.

Key Responsibilities

Develop and strengthen client relationships by supporting discovery conversations, collecting key financial information, and assisting with personalized financial plans aligned to client goals and priorities.
Assist with comprehensive financial planning by preparing analysis, modeling scenarios, and helping ensure recommendations align with investments, life events, and long-term priorities.
Support portfolio strategy and implementation by researching performance, allocation, and costs, preparing proposals, and helping with investment adjustments in accordance with suitability and firm guidance.
Partner with the financial advisor and practice team to deliver ongoing financial 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 that introduces clients to a relationship-based financial planning experience.

Required Qualifications

Bachelor’s degree, equivalent professional experience, or relevant background in financial services, sales, or a related field demonstrating relationship-building and results-focused capabilities.
Proven experience in sales, business development, client relationship management, or a role that required strong interpersonal communication skills.
Self-motivation and strong goal orientation, with accountability and effectiveness in a performance-driven 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.

Preferred Profile (What Could Set You Apart)

Partial securities licensing, such as 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 including MoneyGuide or Salesforce.

Tools and Technologies

MoneyGuide
Salesforce

Benefits

Medical and prescription drug coverage
Dental coverage
Vision coverage
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
Tax-advantaged accounts: health savings account and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 each year
Sick time
Personal days
Paid day for volunteerism
Bonuses and profit sharing (associates may be eligible)
Employee Assistance Program

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