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Financial Advisor

2 months ago

Tempe, Arizona, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Financial Advisor to join our team at Edward Jones. As a key member of our Branch Development division, you will play a vital role in driving positive results in our core profit center and gaining critical insights that shape our business.

Key Responsibilities
  • Act as the primary point of contact for our smaller clients, providing exceptional client service and tailored solutions to meet their needs.
  • Work closely with our Client Service Administrators to ensure a high level of customer service and resolve any service issues or unfinished tasks.
  • Provide initial contact and ongoing guidance and service to clients, including SEP/Simple IRA participants.
  • Research and resolve any service issues or unfinished tasks, ensuring seamless client experiences.
  • Collaborate with our Service and Operations divisions to innovate new ways of working and create solutions for the future.
Requirements
  • Current Series 7 and 66 licenses (or combination of both Series 63 and 65) required.
  • 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 strongly preferred.
  • Ability to seek, receive, and implement feedback.
  • Strong critical thinking skills and ability to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
About Us

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.