Associate Financial Advisor - Stoughton, WI

Edward Jones, a privately owned Fortune 500 financial services firm with millions of clients, is seeking an Associate Financial Advisor to join its Stoughton, Wisconsin team. This full‑time, onsite role sits in a local branch and invites you to help clients plan for tomorrow while building lasting relationships.

The company values people who like meaningful conversations, clear explanations, and a hands‑on approach to client service. If you enjoy working in a collaborative environment and taking ownership of your performance, this might be a strong fit. The Stoughton opportunity is designed for someone early in their career who wants to grow into a client‑facing advisory role with sponsorship support for required licenses.

Licensing is a core part of the path here. Edward Jones sponsors the Series 7, Series 66, and state insurance licenses, with the goal of earning them within three months of hire. Partial securities licensing, such as the SIE, is considered a plus, but you won’t be blocked from applying if those credentials aren’t complete yet.

What you’ll do day to day

In this role you’ll focus on meeting clients where they are, listening to their goals, and turning those conversations into practical plans. You’ll nurture and deepen relationships by translating complex financial concepts into clear, actionable options that align with each client’s needs and circumstances.

Expect to guide meaningful client discussions, present planning paths in straightforward terms, and collaborate with a local team to support clients over time. You’ll use financial planning software and digital engagement tools to help clients visualize strategies and track progress, while building your own capabilities and earning professional credentials with the company’s sponsorship.

What you’ll need to succeed

These are the must‑have foundations Edward Jones is looking for in this role:

• A bachelor’s degree, an equivalent level of professional experience, or a background in financial services, sales, or a field that developed your ability to build relationships and achieve results
• Proven experience in sales, business development, client relationship management, or any role that required strong interpersonal communication
• Self‑motivation and a strong drive to reach goals, with accountability and comfort in a performance‑driven environment
• Clear, confident communication skills, with the ability to simplify complex concepts and guide meaningful client conversations
• Willingness to pursue Series 7, Series 66, and state licenses within three months of hire, with licensing fully sponsored by Edward Jones
• Comfort learning and applying financial planning software and digital engagement tools

These extras could help you stand out, though they aren’t required:

• Partial securities licensing (such as the SIE) is a genuine plus, but an incomplete licensing profile shouldn’t stop you from applying if you bring strong sales instincts or a passion for financial services
• Three to five 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

Compensation, benefits and practical details

Edward Jones positions this as a salaried, full‑time role with a culture focused on ongoing professional development. Full‑time associates receive a comprehensive benefits package that includes medical and prescription drug coverage, dental and vision, and voluntary benefits such as accident, hospital indemnity, and critical illness coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost. A 401(k) retirement plan, plus health savings accounts and flexible spending accounts, are available to associates. The firm observes ten paid holidays and provides 15 days of vacation for new associates beginning January 1 of each year, along with sick time, personal days, and a paid day for volunteerism. Bonuses and profit sharing may be available, and all associates are eligible for the firm’s Employee Assistance Program. For more information on benefits, please visit the benefits page: benefits page.

Edward Jones notes that the posted minimum and maximum pay range is only a subset of the total pay range, with merit‑based increases possible as you progress in the Associate Financial Advisor role. The firm emphasizes a human‑centered approach aimed at improving the lives of clients, colleagues, and communities.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Tips for applicants

Lead with licensing readiness on your resume. Show that you intend to complete Series 7, Series 66, and state licenses within three months and mention that licensing is fully sponsored by Edward Jones.

Back up your must‑have claims with concrete examples. Include a brief story of how you built relationships and achieved goals, and spill the details of a client conversation where you clarified a complex idea into a practical plan, highlighting your communication skills and sales mindset.

Be ready to discuss your approach to client conversations and relationship development in a performance‑driven environment. Think of a time you guided a client through a financial concept and translated it into a clear recommendation you could implement.

Ask a smart question about the licensing path and onboarding. For example, inquire how Edward Jones structures licensing sponsorship and the three‑month plan to complete Series 7, Series 66, and state licenses, and also ask about how the local team supports new associates in their first months.