Transitional Home Office Financial Advisor

Edward Jones; United States; Remote; USD 50,000 - 75,000; Full time

Job summary

Edward Jones is seeking a HQ Transitional Financial Advisor to maintain client relationships remotely and provide necessary investment advice. The role requires 2+ years of experience as a Financial Advisor and specific licensing. This position offers flexibility with responsibilities primarily managed via phone and email.

Benefits

401k retirement plan

Medical and prescription drug coverage

Paid holidays and vacation

Flexible spending account

Employee Assistance Program

Qualifications

• 2+ years of experience as a Financial Advisor.
• Series 7 and 66 licenses required.
• Insurance licenses: life, health, and variable annuity.

Responsibilities

• Preserve and restore customer relationships.
• Provide client service and suitable investment advice.
• Research and resolve service issues.

Skills

Strong communication

Customer-service skills

Decision-making skills

Organizational skills

Education

Bachelor's degree in a business-related field

Job description

Opportunity Overview

Are you a financial advisor who would rather work remotely with minimal travel and little prospecting? Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you!

Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely so you can work from home for this role. This person will be expected to travel 1-2/weeks per trimester, subject to change based on needs of the team.

Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be comfortable working with clients via phone and email most of the time.

OFFICE HOURS: This office is available to clients Monday – Friday 8 am – 6 pm CST; work hours will be based on your time zone and will be discussed further in the interview process.

Position Requirements

Responsibilities:

• Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations
• Provide excellent client service and suitable investment advice during the transition period
• 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 Branch Office Administrators to ensure a high level of customer service
• Keep the department apprised of any Compliance/Field Service concerns

Position Requirements

• 2+ years of experience as a Financial Advisor
• Series 7 and 66 licenses required
• Insurance licenses required: life, health and variable annuity
• Commit to traveling 1-2 weeks/trimester
• Extensive flexibility, reliability and strong decision-making skills
• Strong communication and organizational skills
• Strong telephone and customer-service skills
• Bachelor's degree in a business-related field is preferred

Company Description

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.

Awards and Accolades

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

Position Schedule

Full-Time

Posting Location

Arizona, Tempe, Missouri, St. Louis

External Flexible Work Option(s)

Remote

Position Type

Home Office

EEO Statement

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.

Recruiter

Fardoussa Houssein

Salary Information

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.

Country

United States

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