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Financial Advisor - Edward Jones Essentials at Edward D. Jones in St. Louis, Missouri

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. 

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. 

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

  1. 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 Position:

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

Position Requirements

  • *Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.

  • Insurance license may be required in the future (life, health and variable annuity)

  • Experience as an Edward Jones Financial Advisor highly preferred

  • Bachelor's degree in a business-related field is preferred

  • Ability to understand information about various securities as well as functions of the business is critical.   Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines.

  • Extensive flexibility, reliability and sound decision making skills

  • Proven communication and organizational skills

  • Exceptional telephone and customer-service skills

  • Strong computer skills with the ability to learn and apply technical information

  • Candidates bilingual in Spanish is a plus

  • H.B.A. associates would have their home office audited annually

  • Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

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