As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver ...
Associate Financial Advisor
Oklahoma City, OK · On-site +1
$60K - $120K/yr
Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...
Associate Financial Advisor
Oklahoma City, OK · On-site +1
$60K - $120K/yr
Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center -
Oklahoma City, OK · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center -
Oklahoma City, OK · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Service Associate
Oklahoma City, OK · On-site
$13.50 - $18.50/hr
The firm's financial advisors work with pre-retirees and retirees, offering financial planning ... The Associate will be relied upon for both professional and personal support in a fast-paced ...
Client Service Associate
Oklahoma City, OK · On-site
$13.50 - $18.50/hr
The firm's financial advisors work with pre-retirees and retirees, offering financial planning ... The Associate will be relied upon for both professional and personal support in a fast-paced ...
Wealth Planner - EGP
Oklahoma City, OK · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Planner - EGP
Oklahoma City, OK · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Planner - EGP
Oklahoma City, OK · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Planner - EGP
Oklahoma City, OK · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Tax Associate
Oklahoma City, OK · On-site
$55K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oklahoma City, OK · On-site
$55K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Mustang, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Mustang, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Edmond, OK · On-site
$44K - $58K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Edmond, OK · On-site
$44K - $58K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Guthrie, OK · On-site
$44K - $59K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Guthrie, OK · On-site
$44K - $59K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Moore, OK · On-site
$46K - $62K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Moore, OK · On-site
$46K - $62K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Del City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Del City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Associate Financial Advisor information
See Edmond, OK salary details
$39.4K is the 25th percentile. Wages below this are outliers.
$34.8K - $40.9K
33% of jobs
$40.9K - $46.9K
1% of jobs
$46.9K - $53K
9% of jobs
The median wage is $56.3K / yr.
$53K - $59.1K
13% of jobs
$59.1K - $65.2K
7% of jobs
$65.2K - $71.3K
12% of jobs
$71.4K is the 75th percentile. Wages above this are outliers.
$71.3K - $77.3K
9% of jobs
$77.3K - $83.4K
6% of jobs
$83.4K - $89.5K
5% of jobs
$89.5K - $95.6K
2% of jobs
$95.6K - $101.6K
2% of jobs
$34.8K
$60.7K
$101.6K
How much do associate financial advisor jobs pay per year?
As of Aug 29, 2026, the average yearly pay for associate financial advisor in Edmond, OK is $60,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,100.00 and $74,500.00 per year, depending on experience, location, and employer.
What does an associate financial advisor do?
An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.
What are some typical challenges an associate financial advisor may face when building their client base?
As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What are the most commonly searched types of Financial Advisor jobs in Edmond, OK?
The most popular types of Financial Advisor jobs in Edmond, OK are:
What are popular job titles related to Associate Financial Advisor jobs in Edmond, OK?
For Associate Financial Advisor jobs in Edmond, OK, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Edmond, OK look for?
The top searched job categories for Associate Financial Advisor jobs in Edmond, OK are:
What cities near Edmond, OK are hiring for Associate Financial Advisor jobs?
Cities near Edmond, OK with the most Associate Financial Advisor job openings:
Full-time
Posted 24 days ago
Edward Jones rating
8.0
Based on 257 frontline employees who took The Breakroom Quiz
75th of 152 rated financial services
Job description
There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do
- Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
- Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
- Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment 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 evolve
- Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience
What Edward Jones employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom