Tailored Licensed Support Financial Advisor

About the role

The Tailored Licensed Support (TLS) Team plays a critical role in delivering exceptional client experiences and driving branch success. 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.

Responsibilities

• 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.
• Gather information and collect 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.
• Meet 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.

Requirements

• 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.

Qualifications

• 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.

Skills

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

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, 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 401(k) retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
• Associates may be eligible for bonuses and profit sharing.
• All associates are eligible for the firm's Employee Assistance Program.

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

Travel required to the HQ and branch teams served (travel up to 10%). Associates may be expected to work in the office four days per week if living within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations.