Posted in Finance 30+ days ago.
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Location: Saint Louis, Missouri
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 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Department: Client Transition – Financial Advisor
Description: A new area is being created in the home office which will be responsible for acting as a fiduciary and serving our smaller clients in partnership with their Branch Office Team. The Financial Advisor on this team will work together with the department service team and BOAs 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. The ideal candidate would have a strong working knowledge of the Financial Advisor Role at Edward Jones or a background that includes work with clients, Branch Teams, products or service. This is a salaried position and available as a home based role. Key Responsibilities: