Senior Financial Advisor

2 weeks ago


Tempe, Arizona, United States Edward Jones Full time
Role Overview

As a key member of the Edward Jones team, you will play a vital role in delivering exceptional client experiences and driving business growth. This role requires a strong understanding of financial services, investment products, and client relationships.

Key Responsibilities
  • Act as a trusted advisor to clients, providing personalized financial guidance and solutions.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date on market trends, investment products, and regulatory requirements to provide informed advice to clients.
  • Collaborate with internal teams to ensure seamless client service and support.
  • Continuously develop skills and knowledge to stay ahead in the industry.
Requirements
  • Current Series 7 and 66 licenses (or combination of Series 63 and 65).
  • 5+ years of securities industry experience as a Financial Advisor or in a supporting role.
  • Bachelor's degree in a business-related field (strongly preferred).
  • Excellent communication, critical thinking, and problem-solving skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer

At Edward Jones, we value our associates and offer a comprehensive compensation package, including a competitive salary, benefits, and opportunities for professional growth and development.



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