Transitional Financial Advisor, 100% Travel

Transitional Financial Advisor, 100% Travel

08 Feb 2024
Arizona, Tempe, 85280 Tempe USA

Transitional Financial Advisor, 100% Travel

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.Job OverviewPosition Schedule: Full-TimeAre you a financial advisor who does not enjoy prospecting? Are you someone who loves to travel and help where there's a need? Do you build relationships easily? If you answered yes to these questions, the Transitional Financial Advisor may be the perfect role for you!Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. The position requires flexibility, reliability and traveling full time to work in open offices until a full time FA is hired.Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be available to travel 100% of the time during the week; you will be home every other weekend.Responsibilities:

Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations

Provide excellent client service and suitable investment advice during the transition period

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 Business Office Administrators to ensure a high level of customer service

Keep the department apprised of any Compliance/Field Service concerns

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:Hiring Minimum: $57721Hiring Maximum: $95183Skills/RequirementsPosition Requirements

2+ years of experience as a Financial Advisor

Series 7 and 66 licenses required

Insurance licenses required: life, health and variable annuity

Commit to 100% travel

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

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Awards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 8 million clients and 19,000 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.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.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.#LI-HO

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Job Details

  • ID
    JC51021034
  • State
  • City
  • Full-time
  • Salary
    N/A
  • Hiring Company
    Edward Jones
  • Date
    2024-02-09
  • Deadline
    2024-04-09
  • Category

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