Remote Financial Advisor for Small Clients

Edward Jones; Tempe (AZ); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental insurance

Vision insurance

401k retirement plan (with employer's

Paid holidays and vacation

Job summary

Edward Jones in Tempe, AZ is hiring a Financial Advisor for the Edward Jones Connection department. The role is a salaried, home-based position with hours that reflect CST and local time zones.

You will work with clients over the phone or via Webex, supporting branch teams and maintaining client relationships. Qualifications include Series licenses, Spanish bilingual ability, a business degree or equivalent experience, and strong cross-team collaboration.

Qualifications

• Active Series 7 and Series 66 licenses (or Series 63/65 combo).
• Bilingual Spanish language skills.
• Bachelor's degree in business or equivalent experience.
• Experience collaborating across teams to deliver exceptional client outcomes.

Responsibilities

• Act as the Financial Advisor for smaller clients, including SEP/Simple IRA participants.
• Re-engage clients daily and serve clients already engaged with the firm.
• Provide excellent client service and tailored client solutions.
• Offer initial contact and ongoing guidance and service to clients.

Skills

Series 7/66 licenses

Spanish bilingual

Interdepartmental collaboration

Client relationship building

Financial advisory knowledge

Education

Bachelor's degree in business

equivalent experience

Tools

Salesforce

MoneyGuide

Job description

Edward Jones in Tempe, AZ is hiring a Financial Advisor for the Edward Jones Connection department. The role is a salaried, home-based position with hours that reflect CST and local time zones.

You will work with clients over the phone or via Webex, supporting branch teams and maintaining client relationships. Qualifications include Series licenses, Spanish bilingual ability, a business degree or equivalent experience, and strong cross-team collaboration.