HQ Transitional Financial Advisor

3 weeks ago

Saint Louis, United States Edward Jones Full time
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you

Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely s. This person will be expected to travel 1-2/weeks per trimester, subject to change based on needs of the team.

Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be comfortable working with clients via phone and email most of the time.

OFFICE HOURS: This office is available to clients Monday - Friday 8 am - 6 pm CST; work hours will be based on your time zone and will be discussed further in the interview process.

What you'll do...
  • Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations
  • Provide excellent client service and suitable investment advice during the transition period
  • 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 Business Office Administrators to ensure a high level of customer service
  • Keep the department apprised of any Compliance/Field Service concerns


At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $59886
Hiring Maximum: $98752

Read More About Job Overview

Skills/Requirements

What you'll need...
  • 2+ years of experience as a Financial Advisor
  • Series 7 and 66 licenses required
  • Insurance licenses required: life, health and variable annuity
  • Commit to traveling 1-2 weeks/trimester
  • Extensive flexibility, reliability and strong decision-making skills
  • Strong communication and organizational skills
  • Strong telephone and customer-service skills
  • Bachelor's degree in a business-related field is preferred

***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.***

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

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.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-HO

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