Financial Advisor

Edward Jones Connections is hiring a Financial Advisor to deliver personalized guidance to assigned clients with less complex needs through proactive outreach and phone or virtual support.

Responsibilities

• Act as the primary financial advisor for assigned client relationships, delivering personalized guidance aligned to each client’s goals and needs.
• Partner with local practice teams to strengthen client relationships and preserve local connections across multiple service channels.
• Build trust through proactive outreach, including re-engaging dormant relationships and identifying opportunities to deepen client relationships over time.
• Lead client conversations via phone and virtual platforms to understand financial needs and provide ongoing support.
• Deliver tailored client service by resolving questions, service issues, and outstanding requests with urgency and care.
• Collaborate with Client Service Administrators and other business partners to support timely follow-through and a consistent client experience.
• Use sound judgment to identify and escalate compliance, risk, or supervisory concerns with a strong focus on protecting clients and doing what’s right.
• Support continuous improvement by sharing insights, adopting feedback, and helping enhance the Edward Jones Connections client experience.
• Provide support across the country during extended service hours; most associates work Monday through Friday, 8:00 a.m. to 5:00 p.m. in their local time zone.

Requirements

• Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.
• Strong client relationship and communication skills, including building trust and providing guidance through phone and virtual interactions.
• Ability to understand and communicate information related to securities, investment strategies, market conditions, and financial topics.
• Strong organizational skills, critical thinking, and decision-making ability.
• Ability to learn and apply technical information while navigating multiple systems and technologies.
• Exceptional customer service skills and a commitment to delivering a high-quality client experience.

Technologies

• Salesforce
• MoneyGuide

Benefits

• Medical and prescription drug coverage
• Dental
• Vision
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage (provided at no cost to associates)
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• 10 paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing (associates may be eligible)
• Employee Assistance Program

What Will Set You Apart

• Bachelor’s degree in a business-related field or equivalent experience
• Bilingual Spanish language skills
• Demonstrated success developing client relationships and increasing client engagement
• Experience collaborating across teams to deliver exceptional client outcomes
• Familiarity with financial planning and relationship management tools, including Salesforce and MoneyGuide

Working Arrangement

• Onsite in Tempe, AZ.
• Four days per week in the office for candidates who live within commutable distance from the Tempe, AZ and St. Louis, MO home office locations.

Salary

$63,200 - $104,200 per year

Additional Information

• Job posting anticipated to remain open for 30 days, from 06-Oct-2026.
• Fair chance and background checks: qualified applicants with arrest or conviction records will be considered per applicable ordinances and acts.
• Edward Jones is prohibited from hiring individuals with certain specified criminal history under the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110(e).