Senior Home Office Transitional Financial Advisor

This job posting is anticipated to remain open for 30 days, from 06-Oct-2026. The posting may close early due to the volume of applicants.

There's power in partnership. It's how we work and how we help our clients achieve financial fulfillment. As a senior transitional financial advisor, you'll help ensure clients continue receiving the guidance, support and personalized service they expect during periods of practice transition. As a trusted advisor, you'll provide continuity for clients, strengthen relationships and help deliver a consistent Edward Jones experience while supporting practice teams across the country.

In this highly visible role, you'll quickly establish trust and navigate evolving client needs. Through sound judgment, personalized guidance and a commitment to doing what's right, you'll play a critical role in preserving client relationships.

This role offers the opportunity to make an impact where it's needed most while partnering closely with practice teams, field leaders and home office teams. Extensive travel (100%) is required, with assignments supporting branch locations across the country and home visits typically scheduled every other weekend.

What You'll Do:

• Serve as the primary financial advisor for clients during periods of practice transition, helping maintain continuity and confidence in the client experience

• Preserve and strengthen client relationships by providing personalized financial guidance, proactive outreach and responsive service

• Quickly establish trust with clients, understand their needs and provide appropriate investment guidance aligned with firm standards and regulatory requirements

• Partner closely with branch office administrators and field leaders to deliver a seamless transition experience and maintain exceptional client service

• Address outstanding client requests, research service concerns and help resolve issues with urgency and care

• Exercise sound judgment when identifying and escalating compliance, risk or field service concerns

• Travel extensively to support branch locations across the country while adapting to changing business needs and assignments

• 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

• Demonstrated decision-making, communication and organizational skills

• Strong client service focus and the ability to navigate changing priorities and assignments

• Ability and willingness to travel extensively in support of branch coverage needs

What'll Set You Apart:

• Professional financial services designations

• Bachelor's degree in a business-related field or equivalent experience

• Proven success building and maintaining client relationships during periods of change or transition

• Experience collaborating with branch teams to deliver exceptional client outcomes

• Familiarity with financial planning and relationship management tools, including Salesforce and Money Guide

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.