Tailored Licensed Support Financial Advisor

Edward Jones

12d•Remote

About The Position

At Edward Jones, Tailored Licensed Support (TLS) Financial Advisors work remotely alongside branch teams to provide goal-based financial advice and personalized strategies aligned with clients’ long-term objectives. Serving as fiduciary partners, they apply licensed financial expertise and firsthand branch experience to perform the same licensed tasks as a Financial Advisor while partnering with two branch teams. The role supports client outcomes, branch performance, and business growth. TLS Financial Advisors build relationships with branch teams and clients, collaborate on branch business plans, research portfolios, gather suitability information, and meet with clients to monitor progress and adjust strategies. Candidates within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week. Travel to headquarters and the branch teams served is required, up to 10%.

Requirements

Current Series 7 and Series 66 licenses, or both Series 63 and Series 65 licenses, required to apply.
Ability to be registered in all 50 states at the time of application.
At least 3 years of securities industry experience as a Financial Advisor or in an equivalent position requiring extensive product, service, market, and general investing knowledge.
Insurance license required, with the ability to be licensed in all 50 states at the time of application.
Ability to understand information about securities, market conditions, industry trends, financial planning, and relationship building.
High school diploma or equivalent required.
Travel to headquarters and the branch teams served, up to 10%.
Strong verbal and written communication skills across video, telephone, and face-to-face formats.

Nice To Haves

Experience as an Edward Jones Financial Advisor is highly preferred.
Bachelor’s degree preferred.

Responsibilities

Build meaningful relationships with branch teams and clients while understanding legal and regulatory requirements related to providing financial solutions.
Collaborate with the Financial Advisor and branch team to align, create, monitor, and adjust the branch business plan to improve effectiveness and achieve business results.
Research portfolio performance, costs and fees, and asset allocation; recommend adjustments to optimize client outcomes.
Gather information and suitability details to understand clients’ and prospective clients’ needs, priorities, and concerns, and develop personalized strategies.
Meet regularly with clients to track progress toward goals, identify additional assets, address emerging concerns, and adjust strategies to meet their needs.
Use firm systems and resources to deliver tailored, forward-thinking Goal-Based Advice.

Benefits

Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Short- and long-term disability coverage at no cost to associates
Basic life and basic AD&D coverage at no cost to associates
401(k) retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning January 1 of each year
Sick time and personal days
Paid day for volunteerism
Associates may be eligible for bonuses and profit sharing
Employee Assistance Program