Sr. Financial Advisor - Edward Jones Connection

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 part of the Edward Jones Connections team, you'll help ensure clients receive personalized financial guidance and support while partnering closely with practice teams across the country.

As a Sr. Financial Advisor, you'll help clients stay connected to the guidance, support and personalized service they need to pursue their financial goals, while strengthening their connection to their local practice team.

You'll act as a trusted financial professional, providing guidance, delivering tailored solutions and helping clients navigate important financial decisions. Through phone and virtual interactions, you'll combine financial services knowledge, relationship-building skills and sound judgment to create meaningful client experiences while contributing to the growth and retention of client relationships across the firm.

What You'll Do:

• Serve as the primary financial advisor for assigned client relationships, delivering personalized guidance and handling more complex client situations with confidence and sound judgment.

• Partner with local practice teams to strengthen client relationships, preserve local connections and deliver a seamless client experience across multiple service channels.

• Build trust through proactive outreach, helping clients stay engaged, re-engaging dormant relationships and identifying opportunities to deepen client relationships over time

• Lead client conversations involving more nuanced financial needs, providing guidance that supports clients' evolving goals and circumstances.

• Provide tailored client service and help resolve questions, service issues and outstanding requests with a sense of urgency and care.

• Collaborate with Client Service Administrators and business partners to address complex client needs, resolve service issues and ensure timely follow-through on client requests.

• Exercise sound judgment when identifying and escalating compliance, risk or supervisory concerns while maintaining a strong focus on protecting clients and doing what's right.

• Contribute to a culture of continuous improvement by sharing insights, adopting feedback and helping enhance the client experience across Edward Jones Connections.

• Support clients across the country during extended service hours. Work schedules are aligned to local time zones and business needs, with most associates working Monday through Friday, 8:00 a.m. to 5:00 p.m. locally.

What Experience You'll Need:

• Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.

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

• Bilingual Spanish language skills

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

• Experience collaborating across teams to deliver exceptional client outcomes

What'll Set You Apart:

• Proven success developing client relationships and increasing client engagement
• Ability to learn and apply financial, investment and planning concepts while navigating multiple technology platforms.
• Demonstrated critical thinking and decision-making skills with the ability to balance client needs, business objectives and regulatory requirements.
• Strong client relationship and communication skills, including the ability to build trust and deliver guidance through phone and virtual interactions.
• Five or more years of securities industry experience as a Financial Advisor, or in a role supporting financial advisors with significant investment, product and service knowledge.

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 four days per week.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

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.