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Transitional Financial Advisor, 100% Travel

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

Experience as a Financial Advisor with Series 7 and 169 licenses, Insurance licenses in life, health, and variable annuity, commitment to full-time travel, strong communication skills, Bachelor's degree preferred..

Key responsabilities:

  • Maintain client relationships during transitional periods, provide suitable investment advice, handle service issues, work closely with offices for customer service.
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Edward Jones Financial Services XLarge https://www.edwardjones.com/
10001 Employees
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Job description

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 **

Are you a financial advisor who does not enjoy prospecting? Are you someone who loves to travel and help where there's a need? Do you build relationships easily? If you answered yes to these questions, the Transitional Financial Advisor may be the perfect role for you!**

Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. The position requires flexibility, reliability and traveling full time to work in open offices until a full time FA is hired.

Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be available to travel 100% of the time during the week; you will be home every other weekend. **

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

Benefits

At Edward Jones, 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. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $57721

Hiring Maximum: $95183 **

Skills/Requirements**

Position 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 100% travel
  • 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 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.***

Awards & Accolades

  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
  • 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
  • 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
    • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
    • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

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.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Decision Making

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