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EJ

Financial Advisor Branch Intern

Edward Jones
  • Location not stated
  • Internship
  • 1 day ago
  • CFP
1 day ago
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Opportunity Overview

Financial Advisor Internship (various locations)

At Edward Jones, we believe that every person deserves the opportunity to thrive personally and professionally. Our culture of caring means that we seek to expand our impact by serving more people in more communities, and tailoring our products, services, and experiences to their unique needs. For over a century, our partnership and client-focused business model has set us apart in how we work across business areas and branch offices to deliver solutions for our clients, communities, and future generations.

Edward Jones is a leading North American financial services firm in the U.S. and its affiliates in Canada. The firm's 20,000+ Financial Advisors throughout North America serve over 9 million clients with a total of $2.2 trillion in client assets under care*. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of the U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them.

Team Overview:

Edward Jones is offering a dynamic 10-week summer internship designed to provide hands-on experience in a branch office environment. Interns will work closely with a Financial Advisor and client support team, gaining exposure to the financial services industry through meaningful assignments, professional development, and networking opportunities.

Through this experience, Edward Jones is committed to providing our interns with:
 
  • Real-World Experience: Support daily branch operations and observe client interactions to understand how Financial Advisors build relationships and deliver personalized financial strategies.
  • Professional Growth and Development: Participate in structured training and development sessions to build your knowledge of financial products, tools, and client service best practices.
  • Networking & Mentorship: Engage with branch and market leadership, attend group calls with fellow interns, connect with Product Partners to explore business-building ideas, and visit additional Financial Advisors in the field.

What You'll Do:
 
  • Observe the Financial Advisor during select meetings listening to clients' financial objectives, and understanding how they determine the best fit for their clients' needs.
  • Learn and apply technical tools used in client service and branch operations making the work of our branch teams easier.
  • Observe client appointments, phone calls, and prospecting efforts
  • Participate in pre-meeting strategy sessions with Financial Advisors
  • Attend product knowledge sessions with internal partners
  • Collaborate with other interns to share insights and experiences

 ​​​​​​​

Position Requirements

What You'll Need:
  • Entering your Junior or Senior year in the fall of 2027 as a college student.
  • Availability to work out of one of our branches for 10 consecutive weeks from June through August with no conflicts in availability.
  • Enrollment in an undergraduate business-related program (CFP® track and/or apart of the NSSI program preferred)
What Could Set You Apart:
  • Rising juniors or seniors pursuing a business-related undergraduate degree who is looking for an introduction to a financial services career under the guidance of an experienced Financial Advisor.
  • Passionate about understanding client needs and helping them achieve their goals while making a lasting impact.
  • Demonstrated leadership through campus or community involvement
  • Strongly motivated to success and interested in obtaining their CFP designation within the first few years of becoming a full time advisor.
  • Excellent communication, organizational, and interpersonal skills
 

Company Description

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
 
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.
 
Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
 

Awards and Accolades

  • Edward Jones ranked No. 5 in the FORTUNE 100 Best Companies to Work For® list for 2017
  • In 2016, Fortune Magazine ranked us seventh on their list of the 100 Best Workplaces for Women. The list is based, among other things, on employee benefits, flexible scheduling and work-life balance.
 
Fortune and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
 

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veterans status, genetic information or any other basis prohibited by applicable law.
 
  • Region Zip Codes: 83805

Financial Advisor Branch Intern · Edward Jones

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