Edward Jones
This job posting is anticipated to remain open for 30 days, from 06-Oct-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 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. 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.
Job Description
Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you! Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely. This person will be expected to travel 1-2 weeks per trimester, subject to change based on needs of the team. Responsibilities
Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations Provide excellent client service and suitable investment advice during the transition period 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 Business Office Administrators to ensure a high level of customer service Keep the department apprised of any Compliance/Field Service concerns Requirements
2+ years of experience as a Financial Advisor Series 7 and 66 licenses required Insurance licenses required: life, health and variable annuity Commit to traveling 1-2 weeks/trimester Extensive flexibility, reliability and strong decision-making skills Strong communication and organizational skills Strong telephone and customer-service skills Bachelor's degree in a business-related field is preferred 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. Our Company
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. We value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.
#J-18808-Ljbffr
Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you! Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely. This person will be expected to travel 1-2 weeks per trimester, subject to change based on needs of the team. Responsibilities
Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations Provide excellent client service and suitable investment advice during the transition period 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 Business Office Administrators to ensure a high level of customer service Keep the department apprised of any Compliance/Field Service concerns Requirements
2+ years of experience as a Financial Advisor Series 7 and 66 licenses required Insurance licenses required: life, health and variable annuity Commit to traveling 1-2 weeks/trimester Extensive flexibility, reliability and strong decision-making skills Strong communication and organizational skills Strong telephone and customer-service skills Bachelor's degree in a business-related field is preferred 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. Our Company
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. We value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.
#J-18808-Ljbffr