Investment Advisor Role

4 days ago


Tempe, Arizona, United States Edward Jones Full time
About the Opportunity:

We're seeking a highly motivated Financial Advisor to join our team at Edward Jones. This exciting opportunity offers the chance to build a career with a reputable financial services firm and make a meaningful impact on our clients' lives.

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 serve existing clients.
  • 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.
What We Offer:

At Edward Jones, we value our associates and provide a comprehensive benefits package, including medical, dental, vision, and voluntary benefits. Our 401(k) retirement plan and tax-advantaged accounts offer financial security and flexibility. We observe ten paid holidays and provide 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates have access to the Employee Assistance Program.

Requirements:

To succeed in this role, you'll need:
  • A current Series 7 and 66 license (or combination of both Series 63 and 65 licenses).
  • 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.
  • Bachelor's degree in a business-related field is strongly preferred.
  • Ability to seek, receive, and implement feedback.
  • Strong critical thinking skills.
  • 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.


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