Financial Advisor - Edward Jones Connection

Edward Jones • Tempe, AZ

132d

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business. Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

Requirements

• Current Series 7 and 66 (OR combination of both Series 63 and 65) 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
• Bachelor's degree in a business-related field is preferred
• Ability to understand information about various securities as well as functions of the business is critical
• Must be able to understand and communicate research opinions and information on companies and investments
• Discuss current market conditions, industry trends and financial topics in the headlines
• Extensive flexibility, reliability and sound decision making skills
• Proven communication and organizational skills
• Exceptional telephone and customer-service skills
• Strong computer skills with the ability to learn and apply technical information
• Candidates bilingual in Spanish is a plus

Nice To Haves

• Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday

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 to serve clients who are already engaged
• 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

Benefits

• Total compensation approach includes base salary, benefits, bonuses and profit sharing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees