Financial Advisor - Edward Jones Connections

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

Benefits offered by this job

Medical benefits

Dental and vision

401(k) plan

Bonuses & profit sharing

Paid holidays

Volunteer day

Job summary

Edward Jones in Tempe, AZ is seeking a Financial Advisor to serve clients with personalized financial guidance and solutions. You will collaborate with local practice teams to sustain client relationships and deliver a seamless experience across channels.

The role emphasizes advisement across securities, investment strategies, and market conditions, with a focus on proactive outreach, service excellence, and regulatory compliance. A strong client-service mindset is essential.

Qualifications

• Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.
• Strong client relationship 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.
• Ability to learn and apply technical information while navigating multiple systems and technologies.
• Exceptional customer service skills and a commitment to delivering a high-quality client experience.

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

Series 7 license

Series 66 license

Series 63/65 combo

Client relationship

Communication skills

Securities knowledge

Organizational skills

Tech/system navigation

Education

Bachelor's degree in business-related field

Tools

Salesforce

MoneyGuide

Job description

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.

There’s power in partnership. It’s how we work — and how we help our clients achieve financial fulfillment. As part of the Edward Jones Connections team, you'll help ensure clients receive personalized financial guidance and support while partnering closely with practice teams across the country.

As a Financial Advisor, you'll serve clients with less complex financial needs, helping them stay connected to the firm through personalized service, proactive outreach and ongoing financial guidance.

You'll build meaningful client relationships, provide tailored solutions and help clients navigate important financial decisions while supporting the long‑term growth and retention of client relationships. Through phone and virtual interactions, you'll combine relationship‑building skills, financial services knowledge and sound judgment to deliver an ideal client experience consistent with the Edward Jones branch experience. Working alongside client service administrators, practice teams and service partners, you'll play an important role in helping clients feel known, supported and confident in their financial journey.

What You'll Do

• 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.

What Experience You'll Need

• Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.
• Strong client relationship 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.
• Ability to learn and apply technical information while navigating multiple systems and technologies.
• Exceptional customer service skills and a commitment to delivering a high‑quality client experience.

What'll Set You Apart

• Bachelor's degree in a business‑related field or equivalent experience
• Bilingual Spanish language skills
• Demonstrated success developing client relationships and increasing client engagement
• Experience collaborating across teams to deliver exceptional client outcomes
• Familiarity with financial planning and relationship management tools, including Salesforce and MoneyGuide

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf

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.