Sr. Financial Advisor

Salaried, home-based role with extended client-serving hours from 7:30 AM to 5:30 PM CST, plus core Monday through Friday hours to keep your schedule grounded. You’ll support smaller clients remotely through the Edward Jones Connection (EJC) model while partnering closely with local Branch Office teams to maintain the ideal client experience.

Why this role

The Edward Jones Connection (EJC) department serves as a fiduciary, providing remote client service for smaller clients in partnership with the client’s local Branch Office Team. Financial Advisors work with the EJC service team to deliver a branch-office experience through direct phone and technology-based interactions, including Webex.

Responsibilities

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

Requirements

• 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.
• Proven ability to develop client relationships and increase client engagement.
• Ability to learn and apply financial, investment, and planning concepts while working across multiple technology platforms.
• Demonstrated critical thinking and decision-making skills, balancing client needs, business objectives, and regulatory requirements.
• Strong client relationship and communication skills, including building trust and delivering guidance via 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.

Schedule and location

This is a remote, home-based position based in St. Louis, MO (hybrid). Extended hours are offered to serve clients from 7:30 AM to 5:30 PM CST, and your schedule will account for your time zone. Core hours for most associates run Monday through Friday, 8:00 AM to 5:00 PM locally.

Benefits

• Medical and prescription drug coverage
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts: Health Savings Account and 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
• Employee Assistance Program

Compensation

Salary range: USD 74,600 - 122,800 per year.

Tools you’ll use

Salesforce, MoneyGuide, Webex.