Edward Jones · 18 hours ago
Sr. Financial Advisor - Edward Jones Connection
Tempe, AZ
Full-time
Hybrid
Mid, Senior Level
$73K/yr - $120K/yr
5+ years expEdward Jones is a Fortune 500 company focused on providing exceptional client experiences. The Sr. Financial Advisor will serve smaller clients, ensuring they receive tailored solutions and excellent service while collaborating with local branch teams.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
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
Qualification
Required
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)
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
Ability to seek, receive and implement feedback
Strong critical thinking skills are necessary
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
Preferred
Experience as an Edward Jones Financial Advisor highly preferred
Bachelor's degree in a business-related field is strongly preferred
Familiarity in Salesforce, MoneyGuide, Excel is a plus
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses
Profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
Company data provided by crunchbase