Financial Advisor

1 month ago


St Louis, 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

  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
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

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)
  • 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.


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

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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

    1 week ago


    St Louis, United States Thrivent Financial Full time

    *Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as youll be paid through commissions and incentives based on your...


  • St Louis, United States Raymond James Financial Services Full time

    Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holis Financial Advisor, Advisor, Trainee, Financial Planning, Financial, Relationship Manager, Banking


  • St Louis, United States Moneta Group Full time

    As a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your experti Financial Advisor, Advisor, Financial Planning, Financial, Senior, Banking, Business

  • Associate Advisor

    2 months ago


    St Louis, Missouri, United States Allworth Financial Full time

    Allworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for...


  • St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Advisor to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you will play a critical role in supporting our financial advisors in serving clients with complex needs.Key ResponsibilitiesFinancial Planning Expertise:...

  • Financial Advisor

    3 months ago


    St Louis, United States Moneta Corporation Full time

    Company DescriptionMONETA is the world's largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the...


  • St Louis, Missouri, United States Kelly Services, Inc. Full time

    Position OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and its associated business. Your responsibilities will encompass:Ownership of Financial Outcomes: You will manage the Profit and Loss (P&L) statements and Balance Sheet results, ensuring financial health and sustainability.Collaboration...


  • St Louis, Missouri, United States Kelly Services, Inc. Full time

    Position OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and business unit, ensuring comprehensive management of the Profit and Loss (P&L) and Balance Sheet outcomes.Key ResponsibilitiesStrategic Collaboration: Work closely with site leadership to align financial strategies that enhance...

  • Financial Advisor

    1 month ago


    St Petersburg, United States Thrivent Financial Full time

    Thrivent Financial Advisor Meaningful work. Rewarding career. 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 also having control over the income you earn, as you’ll be paid through commissions and...


  • St Louis, Missouri, United States Apex Systems Full time

    Job Summary:As a key member of the Partnership Accounting team at Apex Systems, you will play a crucial role in providing world-class service to our Financial Advisors (FAs). This position focuses on delivering exceptional support and guidance to Financial Advisors to enable them to make informed decisions about new partnership...


  • St Louis, Missouri, United States The Cigna Group Full time

    The job profile for this position is Financial Analysis Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right...


  • St Louis, Missouri, United States Stifel Financial Full time

    Overview The Investment Portfolio Specialist plays a crucial role in enhancing client relationships by crafting personalized Financial Strategies and Asset Allocation plans, designing bespoke reporting for both new and existing clients, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesEnhances client...


  • St Louis, Missouri, United States Advisor Employee Services Full time

    Marketing SpecialistAre you an innovative, sales-oriented individual with a strong passion for marketing and a keen interest in engaging with clients? We are in search of a dedicated Marketing Specialist whose primary responsibility will be to enhance our sales pipeline by developing a robust marketing strategy and scheduling appointments for our Financial...


  • St Louis, Missouri, United States Stifel Financial Full time

    Overview The Investment Portfolio Specialist plays a pivotal role in enhancing the business growth of clients by crafting personalized Financial Plans and Asset Allocation strategies, designing bespoke reporting for both new and existing clientele, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesDrives the...


  • St. Louis, United States Fidelity TalentSource LLC Full time

    Financial Services RepresentativeAre you driven by a desire to assist others?Step into the role of a Financial Services Representative.Become part of a vibrant workplace where you will dedicate time to personal growth and career progression, supporting clients through incoming calls. You will be preparing for a pivotal role at Fidelity's Investor Centers....

  • Financial Advisor

    1 month ago


    St Paul, United States Boutique Recruiting Full time

    A reputable financial services firm is searching for a dedicated Financial Advisor to join their team in New Brighton, MN. They are looking for someone with at least 5 years of experience in the financial planning industry who can independently develop and present advice on investment, tax, risk, education, and estate planning topics. This role offers the...


  • St Paul, United States Boutique Recruiting Full time

    A reputable financial services firm, is seeking a dedicated Associate Financial Advisor to join their team in New Brighton, Minnesota. This role is perfect for a current Client Service Associate (CSA) or paraplanner ready to take the next step in their career. The Associate Financial Advisor will support the team in delivering high-quality financial planning...

  • Sr. Financial Advisor

    3 months ago


    St Louis, 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 I

    1 week ago


    St Petersburg, United States Bayfront Health Full time

    Join Our Team as a Financial Advisor At Bayfront Health, we are seeking a dedicated Financial Advisor to support patients and their families with financial services. In this pivotal role, you will be responsible for: Delivering outstanding customer service while accurately collecting patient information. Verifying insurance benefits and managing payment...

  • Sr. Financial Advisor

    3 months ago


    St Louis, United States Edward Jones Full time

    Opportunity OverviewThe 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...