Tailored Licensed Support Financial Advisor

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

This job posting is anticipated to remain open for 30 days, from 26-Aug-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

At Edward Jones, the Tailored Licensed Support (TLS) Team plays a critical role in delivering exceptional client experiences and driving branch success. Acting as a fiduciary partner, TLS Financial Advisors work remotely alongside branch teams to provide goal-based financial advice, ensuring clients receive personalized strategies that align with their long-term objectives.

This is not just a support role, it’s a strategic partnership. TLS Financial Advisors are licensed financial professionals with deep industry knowledge and firsthand branch experience. From day one, you’ll be empowered to perform the same licensed tasks as a Financial Advisor, while partnering with two branch teams to strengthen client relationships and accelerate business growth. Your work will have a meaningful impact on client outcomes, branch performance, and the firm’s future.

What You Will Do

• Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions.




• Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.




• Research portfolio performance, costs/fees, and asset allocation; recommend adjustments that optimize client outcomes.




• Gathering information and collecting suitability information to deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.




• Meeting clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.




• Apply firm systems and resources to deliver Goal-Based Advice in a tailored, forward-thinking approach.




• Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application.




• At least 3 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.




• Insurance License required and the ability to be licensed in all 50 states at the time of application.




• Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building




• High School Diploma/Equivalent required; bachelor's degree preferred.




• Travel required to the HQ and branch teams served (travel up to 10%).




• Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face.

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.

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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-\u2011and long-\u2011term disability, basic life, and basic AD&D coverage. Short-\u2011and long-\u2011term 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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

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 .