Sr. Financial Advisor

Edward Jones is hiring a Home-Based Sr. Financial Advisor through the Edward Jones Connection (EJC) department. In this role, you will support smaller clients remotely while partnering with local branch teams to maintain continuity of service.

Role Overview

The EJC department operates as a fiduciary, providing remote support for smaller clients in coordination with the clients’ local Branch Office Team. Financial Advisors collaborate with the EJC service team to deliver an experience consistent with a branch office, serving clients directly via phone or technology such as Webex.

Location and Work Arrangement

• Location: Tempe, AZ (hybrid)
• Home-based position with remote client service through the EJC model
• Office schedule: Candidates living within commutable distance from the Tempe, AZ or St. Louis, MO home office locations are expected to work in the office four days per week

Schedule

• Extended client service hours: 7:30 am to 5:30 pm CST
• Core hours for most associates: Monday through Friday, 8:00 am to 5:00 pm locally
• Employment type: salaried

Key Responsibilities

• Serve as the Financial Advisor for smaller clients, including SEP/Simple IRA participants, while preserving the client connection to the local branch team
• Re-engage clients daily and provide ongoing service to clients who are already engaged with the firm
• Deliver excellent client service and develop tailored solutions aligned to client needs
• Provide initial contact and ongoing guidance and service
• Research and resolve service issues or unfinished tasks
• Partner with Client Service Administrator (CSA) teams to maintain a high level of customer service
• Keep the department informed of any Compliance/Field Supervision concerns

Required Qualifications

• Licenses: active Series 7 and Series 66, or a combination of Series 63 and Series 65
• Education: Bachelor’s degree in a business-related field (or equivalent experience)
• Spanish: bilingual Spanish language skills
• Proficiency with financial planning and relationship management tools, including Salesforce and MoneyGuide
• Ability to learn and apply financial, investment, and planning concepts while working across multiple technology platforms
• Demonstrated critical thinking and decision-making skills while balancing client needs, business objectives, and regulatory requirements
• Strong client relationship and communication skills, including trust-building and guidance through phone and virtual interactions
• Experience: 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
• Proven success developing client relationships and increasing client engagement
• Experience collaborating across teams to deliver exceptional client outcomes

Technology

• Salesforce
• MoneyGuide
• Webex

Compensation

• Salary range: USD 74,600 to 122,800 per year

Benefits

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (including accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• Fifteen 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