Note: The job is a remote job and is open to candidates in USA. Edward Jones is a Fortune 500 company focused on providing exceptional client experiences. The Sr. Financial Advisor role involves serving smaller clients, providing tailored solutions, and acting as a key connection between clients and local branch teams.
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)s to ensure a high level of customer service
- Keep the department apprised of any Compliance/Field Supervision concerns
Skills
- Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
- 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.
- 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.
- Experience as an Edward Jones Financial Advisor highly preferred.
- Bachelor's degree in a business-related field is strongly preferred.
- Insurance license may be required in the future (life, health and variable annuity).
- 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
- 401k retirement plan
- Tax-advantaged accounts: health savings account, and flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time
- Personal days
- Paid day for volunteerism
- Bonuses and profit sharing
- Employee Assistance Program
Company Overview
Edward Jones provides personalized investment advisory, brokerage, and management services. It was founded in 1922, and is headquartered in St Louis, Missouri, USA, with a workforce of 10001+ employees. Its website is https://www.edwardjones.com.Company H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships, with 2 in 2022, 6 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.