Sr. Financial Advisor - Edward Jones Connection

About the role

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.

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) to ensure a high level of customer service
• Keep the department apprised of any Compliance/Field Supervision concerns

Requirements

• Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply
• Insurance license may be required in the future (life, health and variable annuity)
• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA’s requiring extensive product, service, market, and general investing knowledge
• Experience as an Edward Jones Financial Advisor highly preferred
• Bachelor's degree in a business-related field is strongly preferred

Qualifications

• Ability to seek, receive and implement feedback
• Strong critical thinking skills are necessary
• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building
• Extensive flexibility, reliability and sound decision making skills
• Well-developed and practiced stellar verbal and written communication, including exceptional telephone and customer-service skills
• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus

Skills

• Ability to seek, receive and implement feedback
• Strong critical thinking skills are necessary
• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building
• Extensive flexibility, reliability and sound decision making skills
• Well-developed and practiced stellar verbal and written communication, including exceptional telephone and customer-service skills
• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus

Benefits

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

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