Sr. Financial Advisor

4 weeks ago

Saint Louis MO United States Edward Jones Full time
You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

Position Schedule: Full-Time

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


Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $70659
Hiring Maximum: $116516

Read More About Job Overview

Skills/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)
  • 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.
  • Bachelor's degree in a business-related field is strongly preferred
  • Ability to seek, receive and implement feedback.
  • Strong critical thinking skills are necessary.
  • Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
  • Extensive flexibility, reliability and sound decision making skills
  • Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.
  • Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel 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.

Qualified applicants with arrest or conviction records will be considered for employment 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). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

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

  • Financial Advisor

    2 weeks ago

    Saint Robert, MO, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have...

  • Financial Advisor

    2 weeks ago

    Oxford, MS, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    2 weeks ago

    Reno, NV, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...

  • Financial Advisor

    2 weeks ago

    Austin, TX, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    2 weeks ago

    Wichita, KS, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...

  • Financial Advisor

    2 weeks ago

    Chicago, IL, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    2 weeks ago

    Alexandria, LA, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Sr. Financial Advisor

    6 days ago

    Saint Louis, MO, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Financial Advisor

    3 weeks ago

    Saint Louis, United States Thrivent Full time

    *Meaningful work. Rewarding career.*If you think you are the right match for the following opportunity, apply after reading the complete description.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while...

  • Financial Advisor

    3 weeks ago

    Saint Louis, United States Thrivent Full time

    *Meaningful work. Rewarding career.*If you think you are the right match for the following opportunity, apply after reading the complete description.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while...

  • Financial Advisor

    2 months ago

    Saint Louis, United States Thrivent Full time $150,000

    *Meaningful work. Rewarding career.*If you think you are the right match for the following opportunity, apply after reading the complete description.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while...

  • Financial Advisor

    2 weeks ago

    Chicago, IL, United States Lakeshore Financial Group Full time

    Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...

  • Financial Advisor

    1 month ago

    Saint Louis, United States W3Global Inc Full time

    Job DescriptionJob DescriptionRole DescriptionThis is a full-time hybrid role for a Financial Advisor based in St Louis, MO, with some flexibility for remote work. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a daily basis. No industry...

  • Financial Advisor

    3 weeks ago

    Saint Robert, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do:Directly engage...

  • Second Chair Advisor

    2 weeks ago

    Westport, CT, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...

  • Financial Advisor

    2 weeks ago

    Albuquerque, NM, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

  • Financial Advisor

    2 weeks ago

    Boca Raton, FL, United States Evershore Financial Group Full time

    ARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...

  • Senior Financial Advisor

    2 weeks ago

    Wexford, PA, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to...

  • Financial Advisor

    2 weeks ago

    Lawton, OK, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are...

  • Associate Financial Advisor

    2 weeks ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...