Client Relations Financial Representative

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it’s like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together – as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position

Schedule:

Full-Time

This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants.

The Client Relations Financial Representative (CRFR) is responsible for serving in the capacity of the FA to provide advice, service, and support for our client’s urgent financial and account related needs when their Financial Advisor is unavailable. CRFRs play a significant role in supporting the firm’s unique business model. Our purpose is to provide a consistent experience by delivering tailored solutions and exceptional service to our clients, while fulfilling the firm’s regulatory requirements and ensuring the FA continues to serve as the primary Financial Advisor.

We do this by aligning to and complimenting the relationship, service, and advice provided by the client’s branch team.

CRFRs are also responsible for supporting clients who are involved in potential legal, compliance, fraud, or account dispute issues. The circumstances of these situations can be highly emotionally charged and can create a challenging working environment. Complex problem solving and strong conflict management skills are necessary for the CRFR to analyze risks while successfully resolving client situations with world class service.

While some situations may need to be escalated to Compliance for further investigation, the CRFR’s goal is to act in a service recovery role to retain clients for the firm.

Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.

Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page

Hiring Minimum: $61600

Hiring Maximum: $101600

Read More About Job Overview

Skills/Requirements

Candidates that live within in 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.

Education/Certification

• Bachelor’s degree is preferred.

• Series 7 and 66 (or a combination of the 63 and 65) and ability to be registered in all 50 states are required at time of application;
  Combined with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.

• Industry accreditations such as AAMS and CFP are preferred.

• Working knowledge of all Jones systems and tools preferred.

Years of Relevant Experience

• 3 years of industry experience with at least 1-year registered experience required.

• Prior experience in a Financial Advisor position is strongly preferred.

Skills/Abilities

• Ability to evaluate compliance and regulatory risk based on client situations.

• Excellent verbal and written communication skills required due to the direct contact with Edward Jones’ clients. Must be able to understand and communicate rationale for solutions-based advice, research opinions, fees,…