Remote Licensed Financial Advisor: Tailored Support

Edward Jones; Tempe (AZ); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical Benefits

Dental & Vision

401k Retirement Plan

Paid Holidays & Vacation

Bonuses & Profit Sharing

Employee Assistance Program

Job summary

Edward Jones in Tempe, AZ is seeking an engaged TLS Team member to work alongside branch teams, delivering goal-based financial advice while expanding licensed responsibilities. You will empower client strategies and strengthen relationships through collaborative planning and compliant practice.

The role requires active Series 7/66 licenses (or 63/65), an insurance license, and up to 10% travel. A HS diploma is required, with a Bachelor’s preferred.

Qualifications

• Must hold Series 7 and 66 licenses (or Series 63/65) to apply.
• Insurance license required and ability to be licensed in all 50 states.
• Travel up to 10% to HQ and branch teams.

Responsibilities

• Build relationships with branch teams and clients while ensuring regulatory compliance.
• Collaborate with financial advisors to align branch plans with goals.
• Research portfolio performance, costs, and asset allocation to optimize outcomes.
• Gather client information to create tailored, goal-focused strategies.
• Meet clients regularly to track progress and adjust plans as needed.
• Apply firm systems to deliver goal-based advice.

Skills

Relationship building

Regulatory knowledge

Communication skills

Education

High School Diploma/Equivalent

Bachelor’s degree preferred

Job description

Edward Jones in Tempe, AZ is seeking an engaged TLS Team member to work alongside branch teams, delivering goal-based financial advice while expanding licensed responsibilities. You will empower client strategies and strengthen relationships through collaborative planning and compliant practice.

The role requires active Series 7/66 licenses (or 63/65), an insurance license, and up to 10% travel. A HS diploma is required, with a Bachelor’s preferred.