Client Relations Financial Representative, Service

Edward Jones; Tempe (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k retirement plan

Medical and prescription coverage

Dental and vision

Paid holidays

Vacation time

Bonuses and profit sharing

Employee Assistance Program

Job summary

Edward Jones is seeking a Client Relations Financial Representative to support clients when their Financial Advisor is unavailable, delivering timely advice and maintaining a high-quality client experience.

The role emphasizes collaboration with branch teams, understanding investment products, and compliant service delivery to preserve client relationships across markets.

Qualifications

• Active Series 7 and Series 66 (or Series 7 + 63/65) at time of application.
• 3+ years of experience in the financial services industry.
• Minimum of 1 year in a registered role.
• Excellent verbal and written communication skills.

Responsibilities

• Provide timely advice, service and support to clients in the absence of their Financial Advisor.
• Partner with branch teams to maintain client relationships and support adviser-led strategies.
• Assist clients in sensitive matters such as potential legal, compliance, fraud, or disputes.
• Apply problem-solving and conflict management to assess risk and deliver service recovery.
• Escalate to Compliance when necessary while owning the client experience.

Skills

Active Series 7

Series 66 (or 63/65)

Communication skills

Client service

Problem solving

Education

Bachelor’s degree

CFP® designation

AAMS designation

Tools

CRM software

Job description

This job posting is anticipated to remain open for 30 days, from 05-Oct-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

The Client Relations Financial Representative (CRFR) serves as an extension of the Financial Advisor (FA), providing advice, service, and support to clients when their FA is unavailable—particularly for urgent financial and account‑related needs. CRFRs play a critical role in supporting the firm’s unique business model by delivering a consistent, high‑quality client experience while ensuring the FA remains the client’s primary advisor.

CRFRs align closely with branch teams to complement existing relationships, service, and advice, while adhering to the firm’s regulatory and compliance requirements.

Key Responsibilities

• Provide timely advice, service, and support to clients in the absence of their Financial Advisor.
• Partner closely with branch teams to maintain continuity of the client relationship and support adviser‑led strategies.
• Support clients involved in sensitive matters such as potential legal, compliance, fraud, or account dispute issues, often in highly emotional and complex situations.
• Apply strong problem‑solving and conflict management skills to assess risk, resolve issues, and deliver service recovery with a focus on client retention.
• Escalate matters to Compliance when necessary while maintaining ownership of the client experience.
• Ensure adherence to departmental standard operating procedures and firm policies.

In This Role You Will Be Expected To

• Complete all required firm and division training, continuing education, and licensing requirements; remain current on compliance and product updates.
• Maintain a strong understanding of investment products, account types, and account features, including risks, pricing, and suitability considerations, to act in the client’s best interest.
• Stay informed on current market events and clearly communicate them in alignment with the firm’s investment philosophy.
• Foster strong, collaborative partnerships with branch teams to enhance service effectiveness and client outcomes.

Required Background

• Active Series 7 and Series 66 (or Series 7 with Series 63 and 65) at time of application, with the ability to be registered in all 50 states.
• 3+ years of experience in the financial services industry.
• A minimum of 1 year of experience in a registered role.
• Excellent verbal and written communication skills, including the ability to clearly explain solutions‑based advice, fees, portfolio recommendations, account structures, market conditions, and relevant financial topics.

Preferred Background

• Bachelor’s degree.
• Industry designations such as AAMS or CFP®.
• Prior experience as a Financial Advisor.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.