22 days old

Edward Jones Connection, Financial Advisor (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with their 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 work with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

*Key Responsibilities:*

* Act as the Financial Advisor for our smaller, but active clients 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 client's 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 BOA(s) to ensure a high level of customer service
* Keep the department apprised of any Compliance/Field Supervision concerns


**Current Series 7 and 66 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
* Extensive flexibility, reliability and sound decision making skills
* Proven communication and organizational skills
* Exceptional telephone and customer-service skills
* Bachelor's degree in a business-related field is preferred
* Candidates bilingual in Spanish would be a plus
* H.B.A. associates would have their home office audited annually


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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.

Jobs Rated Reports for Financial Advisor

Posted: 2021-02-08 Expires: 2021-04-01
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Edward Jones Connection, Financial Advisor (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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