Senior Financial Advisor

The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

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-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 5:00pm 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

What Experience You’ll Need

• Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.

• Familiarity with financial planning and relationship management tools, including Salesforce and MoneyGuide

• Bilingual Spanish language skills

• Bachelor’s degree in a business-related field or equivalent experience

• Experience collaborating across teams to deliver exceptional client outcomes

What’ll Set You Apart

• Proven success developing client relationships and increasing client engagement

• Ability to learn and apply financial, investment and planning concepts while navigating multiple technology platforms.

• Demonstrated critical thinking and decision-making skills with the ability to balance client needs, business objectives and regulatory requirements.

• Strong client relationship and communication skills, including the ability to build trust and deliver guidance through phone and virtual interactions.

• Five or more years of securities industry experience as a Financial Advisor, or in a role supporting financial advisors with significant investment, product and service knowledge.