Sr. Financial Advisor - Edward Jones Connection

Edward Jones Connection Position

You could say we're at the center of the center. Here at Edward Jones, the client is our single focus and our relationships with them are the measure of everything we do. The Service and Operations divisions are at the center of it all. We support our clients, branch teams, and headquarters associates in providing the best possible experience. Advocate for our more than seven million clients through regulation communication, fraud protection, and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

The Position

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products, or service. This is a salaried position and available as a home-based role. We offer extended hours to serve clients from 7 : 30 am to 5 : 30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8 : 00 am to 5 : 00 pm locally.

Key Responsibilities

• Act as the Financial Advisor for our smaller clients including SEP / Simple IRA participants while preserving the client connection to the local branch team
• Work daily to re-engage clients with our firm and to serve clients who are already engaged
• Provide excellent client service and tailored client solutions to meet the clients' needs
• Provide initial contact and ongoing guidance and service to the clients
• Research and resolve any service issues or unfinished tasks
• Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service
• Keep the department apprised of any Compliance / Field Supervision concerns

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short-term and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program.

Hiring Minimum

$72,700

Hiring Maximum

$119,800

Skills / Requirements

Current Series 7 and 66 (or combination of both Series 63 and 65) licenses required to apply. Insurance license may be required in the future (life, health, and variable annuity). Five or more years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred. Bachelor's degree in a business-related field is strongly preferred. Ability to seek, receive, and implement feedback. Strong critical thinking skills are necessary. Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building. Extensive flexibility, reliability, and sound decision-making skills. Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills. Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus. H.B.A. associates would have their home office audited annually.

Candidates

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones. Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones.

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over nine million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose : We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.