Headquarters Transitional Financial Advisor

Location
Saint Louis, Missouri
Posted
Nov 09, 2022
Closes
Dec 09, 2022
Ref
75571BR
Function
Finance
Hours
Full Time
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

Department: Offices In Transition

Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former Financial Advisors (FAs) are unable to meet that obligation.
The position requires flexibility, reliability and traveling to work in open offices.

Key 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 Business Office Administrators to ensure a high level of customer service
  • Keep the department apprised of any Compliance/Field Service concerns

Series 7 and 66 licenses required
  • Insurance licenses life, health and variable annuity strongly preferred
  • Some travel: 5-6 times per year, about 10% travel
  • 2+ years of experience as an Edward Jones Financial Advisor (current or former) is strongly preferred
  • 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

  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
  • 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
  • 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
    • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
    • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
      • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

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.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

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