Client-Centric Financial Advisor

Edward Jones; St. Louis (MO); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

401k

Paid holidays

Vacation days

Employee Assistance Program

Job summary

Edward Jones is hiring a Financial Advisor to serve clients with less complex financial needs, delivering personalized guidance and ongoing financial support. You’ll partner with practice teams to strengthen local connections and provide a seamless client experience across service channels.

Candidates should hold Series 7 and 66 licenses (or 63/65 combo) and demonstrate strong communication, financial knowledge, and relationship-building skills.

Qualifications

• Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.
• Strong client relationships and communication skills, including the ability to build trust and provide guidance through phone and virtual interactions.
• Ability to understand and communicate information related to securities, investment strategies, market conditions and financial topics.
• Strong organizational, critical-thinking and decision-making skills.

Responsibilities

• Serve as the primary financial advisor for assigned client relationships, providing personalized guidance and solutions aligned with each client's goals and needs.
• Partner with local practice teams to strengthen client relationships, preserve local connections and deliver a seamless client experience across multiple service channels.
• Build trust through proactive outreach, helping clients stay engaged, re-engaging dormant relationships and identifying opportunities to deepen client relationships over time.
• Conduct client conversations through phone and virtual platforms to understand financial needs, provide appropriate guidance and deliver ongoing support.
• Provide tailored client service and help resolve questions, service issues and outstanding requests with a sense of urgency and care.
• Collaborate with Client Service Administrators and other business partners to ensure timely follow-through and a consistent client experience.
• Exercise sound judgment when identifying and escalating compliance, risk or supervisory concerns while maintaining a strong focus on protecting clients and doing what's right.
• Contribute to a culture of continuous improvement by sharing insights, adopting feedback and helping enhance the client experience across Edward Jones Connections.
• Support clients across the country during extended service hours. Work schedules are aligned to local time zones and business needs, with most associates working Monday through Friday, 8:00 a.m. to 5:00 p.m. locally.

Skills

Client relationships

Communication skills

Financial guidance

Organizational skills

Critical thinking

Spanish language

Technology literacy

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

MoneyGuide

Job description

Edward Jones is hiring a Financial Advisor to serve clients with less complex financial needs, delivering personalized guidance and ongoing financial support. You’ll partner with practice teams to strengthen local connections and provide a seamless client experience across service channels.

Candidates should hold Series 7 and 66 licenses (or 63/65 combo) and demonstrate strong communication, financial knowledge, and relationship-building skills.