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EJC Department Financial Advisor Role

2 weeks ago

Tempe, Arizona, United States Edward Jones Full time

**Role Summary**

This position offers an excellent opportunity for a seasoned Financial Advisor to join our Edward Jones team as a Senior Financial Advisor in the EJC department. You will serve as the primary point of contact for smaller clients, including SEP/Simple IRA participants, while preserving the client connection to the local branch team.

Responsibilities:**

  • Serve as the primary point of contact for clients, providing tailored solutions to meet their financial needs
  • Work closely with branch teams to deliver an exceptional client experience
  • Develop and implement effective strategies to engage clients and grow their financial portfolios
  • Provide regular updates and guidance to clients on market trends, product offerings, and other relevant topics
  • Maintain accurate records and reports on client interactions, transactions, and account activity

Requirements:**

  • Current Series 7 and 66 licenses (or combination of both Series 63 and 65)
  • 5+ years of experience in the securities industry as a Financial Advisor or in a supporting role
  • Bachelor's degree in a business-related field (strongly preferred)
  • Excellent communication, interpersonal, and problem-solving skills
  • Familiarity with Salesforce, MoneyGuide, and Excel (a plus)

About Us**

Our mission at Edward Jones is to put our clients at the center of everything we do. We strive to create lasting relationships with our clients and make a positive impact on their lives.