Client-Focused Financial Advisor (Hybrid)

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

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays

Job summary

Edward Jones in St. Louis is seeking a Financial Advisor to serve clients with less complex financial needs, building relationships, providing tailored guidance, and delivering ongoing financial planning.

You will work with practice teams nationwide, conduct conversations by phone and virtual channels to understand goals, offer appropriate solutions, and help grow and retain client relationships while upholding compliance and service standards.

Qualifications

• Active Series 7 and Series 66 licenses or Series 63/65 combination.
• Strong client relationship and communication skills including trust-building via phone/virtual interactions.
• Ability to explain securities, investment strategies and market conditions clearly.
• Strong organizational, critical-thinking and decision-making skills.
• Ability to learn and apply technical information across systems.

Responsibilities

• Serve as the primary financial advisor for assigned client relationships with personalized guidance.
• Partner with local practice teams to strengthen client relationships and deliver a seamless experience across channels.
• Proactively reach out to re-engage dormant relationships and deepen client connections over time.
• Conduct client conversations via phone and virtual platforms to assess needs and provide guidance.
• Deliver tailored client service and resolve questions and requests with urgency and care.
• Collaborate with Client Service Administrators and other partners to ensure timely follow-through.
• Escalate compliance, risk, or supervisory concerns with sound judgment.
• Share insights to improve the client experience across Edward Jones Connections.
• Support clients nationwide during extended service hours aligned to local time zones.

Skills

Client relationship skills

Phone/virtual guidance

Communication skills

Financial topics knowledge

Organizational skills

Tech savvy

Education

Bachelor's degree or equivalent

Tools

Salesforce

MoneyGuide

Job description

Edward Jones in St. Louis is seeking a Financial Advisor to serve clients with less complex financial needs, building relationships, providing tailored guidance, and delivering ongoing financial planning.

You will work with practice teams nationwide, conduct conversations by phone and virtual channels to understand goals, offer appropriate solutions, and help grow and retain client relationships while upholding compliance and service standards.