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[Remote] Sr. Financial Advisor - Edward Jones Connection – Amazon Store

Remote, USA Full-time Posted 2025-11-21
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Note: The job is a remote job and is open to candidates in USA. Edward Jones is a Fortune 500 company focused on providing exceptional client experiences. The Sr. Financial Advisor role involves serving smaller clients, providing tailored solutions, and acting as a key connection between clients and local branch teams.

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

Skills

  • Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
  • 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge.
  • Ability to seek, receive and implement feedback.
  • Strong critical thinking skills are necessary.
  • Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
  • Extensive flexibility, reliability and sound decision making skills.
  • Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.
  • Strong computer skills with the ability to learn and apply technical information.
  • Experience as an Edward Jones Financial Advisor highly preferred.
  • Bachelor's degree in a business-related field is strongly preferred.
  • Insurance license may be required in the future (life, health and variable annuity).
  • Familiarity in Salesforce, MoneyGuide, Excel is a plus.

Benefits

  • Medical and prescription drug
  • Dental
  • Vision
  • Voluntary benefits (such as accident, hospital indemnity, and critical illness)
  • Short- and long-term disability
  • Basic life
  • Basic AD&D coverage
  • 401k retirement plan
  • Tax-advantaged accounts: health savings account, and flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning on January 1 of each year
  • Sick time
  • Personal days
  • Paid day for volunteerism
  • Bonuses and profit sharing
  • Employee Assistance Program

Company Overview

  • Edward Jones provides personalized investment advisory, brokerage, and management services. It was founded in 1922, and is headquartered in St Louis, Missouri, USA, with a workforce of 10001+ employees. Its website is https://www.edwardjones.com.

    • Company H1B Sponsorship

  • Edward Jones has a track record of offering H1B sponsorships, with 2 in 2022, 6 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.


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