Remote Financial Advisor for Small Clients

Edward Jones; Tempe (AZ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring for a Financial Advisor role within the Edward Jones Connection department, serving smaller clients remotely in partnership with local Branch Offices. The position supports clients by phone or Webex, with a home-based option and-hours aligned to CST.

The ideal candidate has Series 7/66, 5+ years in securities, and a business-related degree. A hybrid schedule requires commuting from Tempe, AZ to nearby offices as needed, with strong client-service and communications skills.

Qualifications

• 5+ years of securities industry experience as a Financial Advisor or a role supporting FA’s.
• Series 7 and 66 licenses required to apply.
• Bachelor's degree in a business-related field preferred.
• Familiarity with Salesforce, MoneyGuide and Excel.

Responsibilities

• Act as the Financial Advisor for smaller clients including SEP/Simple IRA participants while preserving the client 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 clients' needs.
• Provide initial contact and ongoing guidance and service to the clients.
• Research and resolve any service issues or unfinished tasks.
• Partner with the Client Service Administrator to ensure a high level of customer service.
• Keep the department apprised of any Compliance concerns.

Skills

Client service

Communication skills

Critical thinking

Financial knowledge

Relationship building

Team collaboration

Adaptability

Decision making

Education

Bachelor's degree in business or related field

Tools

Salesforce

MoneyGuide

Excel

Job description

Edward Jones is hiring for a Financial Advisor role within the Edward Jones Connection department, serving smaller clients remotely in partnership with local Branch Offices. The position supports clients by phone or Webex, with a home-based option and-hours aligned to CST.

The ideal candidate has Series 7/66, 5+ years in securities, and a business-related degree. A hybrid schedule requires commuting from Tempe, AZ to nearby offices as needed, with strong client-service and communications skills.