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EJC Financial Advisor at Edward Jones

Posted in Finance 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Saint Louis, Missouri





Job Description:

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:



 


  • Act as the Financial Advisor for our small, but connected to Edward Jones, clients while preserving the clients 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 client's 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 BOA(s) to ensure a high level of customer service

  • Keep the department apprised of any Compliance/Field Supervision concerns


  • Series 7 and 66 licenses required

  • Insurance license may be required in the future (life, health and variable annuity)

  • Experience as an Edward Jones Financial Advisor highly 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

  • H.B.A. associates would have their home office audited annually