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Financial Advisor - Connection

Job in Roswell, Fulton County, Georgia, 30076, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Position: Financial Advisor - Edward Jones Connection

This job posting is anticipated to remain open for 30 days, from 18-Feb-2026. The posting may close early due to the volume of applicants.

Edward Jones is a Fortune 500 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.

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.

View our Purpose, Inclusion and Citizenship Report.

The Position

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.

We offer extended hours to serve clients from 7:30 am—5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00 pm locally.

Key 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
Qualifications

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)
  • Experience as an Edward Jones Financial Advisor highly preferred
  • Bachelor's degree in a business‑related field is preferred
  • Ability to understand information about various securities as well as functions of the business is critical. Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines.
  • Extensive flexibility, reliability and sound decision‑making skills
  • Proven communication and organizational skills
  • Exceptional telephone and customer‑service skills
  • Strong computer skills with the ability to learn and apply technical information
  • Candidates bilingual in Spanish is a plus
  • H.B.A. associates would have their home office audited annually
Additional Information

Current INTERNAL home‑based associates:
While this role is posted as hybrid, if selected and accepted, you may retain your home‑based status. Edward Jones intends in good faith to continue offering the role as home‑based, though future business or regulatory needs may require on‑site work.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent…

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