Remote Licensed Financial Advisor — Tailored Support

Edward Jones; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays

Vacation days

Bonus potential

Job summary

Edward Jones is seeking a TLS role that partners with branch teams to deliver goal-based financial advice. You will work remotely alongside branch colleagues to provide personalized strategies aligned with clients’ long-term goals.

The position emphasizes building client relationships, regulatory compliance, and ongoing portfolio reviews. A Series 7/66 and an active insurance license are required, with travel up to 10% and a Bachelor’s preferred.

Qualifications

• Strong client-focused financial advisory capabilities.
• Experience with securities products, market trends and financial planning.
• Licensing requirements: Series 7 and 66; insurance license required.

Responsibilities

• Build meaningful relationships with the branch team and clients, understanding regulatory requirements.
• Collaborate with the FA and branch team to align and execute the branch business plan to achieve results.
• Research portfolio performance, costs/fees, and asset allocation; recommend adjustments.
• Gather suitability information to understand clients’ needs and tailor comprehensive strategies.
• Meet clients regularly to track progress, uncover assets, and adjust strategies.
• Apply firm systems to deliver Goal-Based Advice in a forward-thinking approach.
• Maintain Series 7 and 66 licenses, and be eligible in all 50 states at application time.
• Require at least 3 years of securities industry experience as a Financial Advisor or equivalent; Edward Jones experience preferred.
• Insurance license required and ability to be licensed in all 50 states at application time.
• Understand information about securities, market trends, financial planning and relationship building.
• Travel to HQ and branch teams (up to 10%).
• Strong verbal and written communication across formats.

Skills

Relationship building

Communication skills

Financial services knowledge

Securities industry experience

Series 7

Series 66

Insurance license

Education

High School Diploma or equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a TLS role that partners with branch teams to deliver goal-based financial advice. You will work remotely alongside branch colleagues to provide personalized strategies aligned with clients’ long-term goals.

The position emphasizes building client relationships, regulatory compliance, and ongoing portfolio reviews. A Series 7/66 and an active insurance license are required, with travel up to 10% and a Bachelor’s preferred.