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

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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.