Tailored Licensed Support Financial Advisor

This job posting is anticipated to remain open for 30 days, from 26-Aug-2026. The posting may close early due to the volume of applicants.

At Edward Jones, the Tailored Licensed Support (TLS) Team plays a critical role in delivering exceptional client experiences and driving branch success. Acting as a fiduciary partner, TLS Financial Advisors work remotely alongside branch teams to provide goal-based financial advice, ensuring clients receive personalized strategies that align with their long-term objectives.
This is not just a support role, it’s a strategic partnership. TLS Financial Advisors are licensed financial professionals with deep industry knowledge and firsthand branch experience. From day one, you’ll be empowered to perform the same licensed tasks as a Financial Advisor, while partnering with two branch teams to strengthen client relationships and accelerate business growth. Your work will have a meaningful impact on client outcomes, branch performance, and the firm’s future.

What You Will Do

• Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions.

• Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

• Research portfolio performance, costs/fees, and asset allocation; recommend adjustments that optimize client outcomes.

• Gathering information and collecting suitability information to deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.

• Meeting clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.

• Apply firm systems and resources to deliver Goal-Based Advice in a tailored, forward-thinking approach.

Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.

• Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application.
• At least 3 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.
• Insurance License required and the ability to be licensed in all 50 states at the time of application.
• Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building
• High School Diploma/Equivalent required; bachelor's degree preferred.
• Travel required to the HQ and branch teams served (travel up to 10%).
• Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face.

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.

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.

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.