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Edward Jones

Financial Advisor - Edward Jones Connections

St. Louis, MO $63k - $104k/yr Full time Posted 2h ago

Job Description

Join a practice built around long-term client relationships. In this hybrid role, you’ll act as the primary advisor for assigned client relationships with less complex needs, delivering personalized guidance through phone and virtual conversations. You’ll also work closely with local practice teams and client service administrators to support a consistent, high-quality client experience while contributing to continuous improvement across Edward Jones Connections.

What you’ll do

  • Serve as the primary financial advisor for assigned client relationships, offering tailored guidance and solutions aligned with clients’ goals and needs.
  • Partner with local practice teams to strengthen relationships, preserve local connections, and deliver a seamless client experience across multiple service channels.
  • Build trust through proactive outreach, including re-engaging dormant relationships and identifying opportunities to deepen relationships over time.
  • Lead client conversations via phone and virtual platforms to understand financial needs and provide ongoing support.
  • Deliver responsive client service by addressing questions, service issues, and outstanding requests with urgency and care.
  • Collaborate with Client Service Administrators and other business partners to ensure timely follow-through and a consistent experience.
  • Use sound judgment when identifying and escalating compliance, risk, or supervisory concerns, with a focus on protecting clients and doing what’s right.
  • Support continuous improvement by sharing insights, adopting feedback, and helping enhance the client experience across Edward Jones Connections.
  • Support clients across the country during extended service hours. Work schedules align to local time zones and business needs, with most associates working Monday through Friday, 8:00 a.m. to 5:00 p.m. locally.

What you’ll need

  • Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.
  • Strong client relationship and communication skills, including the ability to build trust and provide 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 sound decision-making.
  • 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.

Tools you may use

  • Salesforce
  • MoneyGuide

Benefits

  • Medical and prescription drug coverage
  • Dental and vision
  • Voluntary benefits, such as accident, hospital indemnity, and critical illness
  • Short- and long-term disability
  • Basic life and basic AD&D coverage
  • 401k retirement plan
  • Health savings account and flexible spending account
  • Ten paid holidays
  • Fifteen days of vacation for new associates beginning on January 1 of each year
  • Sick time and personal days
  • A paid day for volunteerism
  • Bonuses and profit sharing (associates may be eligible)
  • Employee Assistance Program

Additional experience that can help

  • 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

Location and schedule: St. Louis, MO (hybrid). Candidates living within a commutable distance from the Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Compensation: USD 63,200 - 104,200 per year.

Application details: This posting is anticipated to remain open for 30 days, from 06-Oct-2026, and may close early based on applicant volume.

Fair chance / background review: Qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

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