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Edward Jones Connection Financial Advisor (West Coast)

Company: Edward Jones
Location: Saint Louis
Posted on: July 14, 2019

Job Description:

Edward Jones Connection Financial Advisor (West Coast) Opportunity Overview *Please Note - Current possession of both the 7 & 66 licenses are required to apply* Department: Client Transition Edward Jones Connection Description: A new area is being created in the home office which will be responsible for acting as a fiduciary and serving our smaller clients in partnership with their Branch Office Team. The Financial Advisor on this team will work together with the department service team and BOAs 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 strong working knowledge 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 small, but connected to Edward Jones, clients while preserving the clients 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 Req ID 29483BR Position Type Home Office Full-time/Part-time Full-Time EEO Statement 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. Posting Location Missouri, St. Louis, Arizona, Tempe Company Description 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. Home based Associate? Yes Awards and Accolades * For the 19th year, Edward Jones was named one of the 100 Best Companies to Work For by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003. From FORTUNE Magazine, February 15, 2018 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones. Search Headquarters Positions by Area of Interest Branch Support/Field Support Position Requirements * 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 strong decision making skills * Strong communication and organizational skills * Strong 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

Keywords: Edward Jones, St. Louis , Edward Jones Connection Financial Advisor (West Coast), Accounting, Auditing , Saint Louis, Missouri

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