Client Solutions Specialist: Financial Guidance & Solutions
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-07-11
Listing for:
Edward Jones
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Compliance
Job Description & How to Apply Below
Edward Jones in Tempe, AZ is seeking an experienced client service professional to provide investment related solutions and guidance by responding to calls and written inquiries from Financial Advisors, Branch Office Administrators, and clients. You will determine suitable investments, stay compliant, complete required training, and collaborate with team members.
The role requires 3+ years in financial services, strong communication, proficiency with Salesforce, Money Guide and Excel, and
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