Sr. Financial Advisor - Connection

The job posting is anticipated to remain open for 30 days, from 19-Dec-2025. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

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.

The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home‑based role.

• 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

• 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.
• 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, Money Guide, Excel is a plus.
• H.B.A. associates would have their home office audited annually.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the…