Sr. Financial Advisor - Edward Jones Connection

Edward Jones; St. Louis (MO); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Dental & vision insurance

Flexible spending account

Paid holidays & vacation

Job summary

Edward Jones is seeking an experienced Financial Advisor to remotely serve smaller clients in partnership with local Branch Offices. This salaried, home-based role requires guiding clients via phone or Webex, with a focus on buildling trust and delivering tailored financial guidance.

You will work hours aligned to CST, with core hours 8:00 am–5:00 pm, Monday to Friday. A strong background in client service and financial planning is essential, plus Series 7/66 licenses and bilingual Spanish

Qualifications

• Spanish language proficiency is required.
• Bachelor's degree in a business-related field or equivalent experience.
• Experience collaborating across teams to deliver exceptional client outcomes.

Responsibilities

• Act as Financial Advisor for smaller clients including SEP/Simple IRA participants while connecting to local branches.
• Daily re-engage clients and serve existing clients.
• Provide tailored client solutions and ongoing guidance to meet client needs.
• Serve as initial contact and ongoing advisor to clients.

Skills

Bilingual Spanish

Client relationship

Cross-team collaboration

Education

Bachelor's degree in business or related field

Tools

Salesforce

MoneyGuide

Job description

This job posting is anticipated to remain open for 30 days, from 06-Oct-2026. The posting may close early due to the volume of applicants.

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.

The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

The Position

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

Key Responsibilities

• Act as the Financial Advisor for our 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
• Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service
• Keep the department apprised of any Compliance/Field Supervision concerns

What Experience You'll Need

• Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.
• Familiarity with financial planning and relationship management tools, including Salesforce and MoneyGuide
• Bilingual Spanish language skills
• Bachelor's degree in a business-related field or equivalent experience
• Experience collaborating across teams to deliver exceptional client outcomes

What'll Set You Apart

• Proven success developing client relationships and increasing client engagement
• Ability to learn and apply financial, investment and planning concepts while navigating multiple technology platforms.
• Demonstrated critical thinking and decision-making skills with the ability to balance client needs, business objectives and regulatory requirements.
• Strong client relationship and communication skills, including the ability to build trust and deliver guidance through phone and virtual interactions.
• Five or more years of securities industry experience as a Financial Advisor, or in a role supporting financial advisors with significant investment, product and service knowledge.

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.