Edward Jones · 17 hours ago

Financial Advisor - Edward Jones Connection

United States

Full-time

Remote

Mid Level

$60K/yr - $99K/yr

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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

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Series 7 licenseSeries 66 licenseFinancial Advisor experienceInsurance licenseSecuritiesCustomer service skillsComputer skillsBilingual in Spanish

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)

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

H.B.A. associates would have their home office audited annually

Candidates that live within in 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.