OPPORTUNITY OVERVIEW
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.
POSITION REQUIREMENTS
What Experience You Need:
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.
COMPANY DESCRIPTION
Join a financial services firm where your contributions are valued. Edward
Jones is a Fortune 500¹ company where people come first. With over 9 million
clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to
be privately-owned, placing the focus on our clients rather than shareholder
returns.
Behind everything we do is our purpose: We partner for positive impact to
improve the lives of our clients and colleagues, and together, better our
communities and society. We are an innovative, flexible, and inclusive
organization that attracts, develops, and inspires performance excellence and a
sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen,
heard, respected, and supported. This is what we believe makes us the best place
to start or build your career.
View our Purpose, Inclusion and Citizenship Report
[https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT].
¹Fortune 500, published June 2024, data as of December 2023. Compensation
provided for using, not obtaining, the rating.
AWARDS AND ACCOLADES
At Edward Jones, we are building a place where everyone feels like they belong.
We're proud of our associates' contributions to the firm and the recognitions we
have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings
about Edward Jones
[https://careers.edwardjones.com/blog/?_sft_category=awards-accolades]
Check out our Canadian awards and accolades: Insights & Information Blog
Postings about Edward Jones
[https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca]
EEO STATEMENT
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.
SALARY INFORMATION
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
[https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1].