[Remote] Sr. Financial Advisor - Edward Jones Connection – Amazon Store
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Edward Jones is a Fortune 500 company focused on providing exceptional client experiences. The Sr. Financial Advisor role involves serving smaller clients, providing tailored solutions, and acting as a key connection between clients and local branch teams. Responsibilities Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team Work daily to re-engage clients with our firm and to serve clients who are already engaged Provide excellent client service and tailored client solutions to meet the clients' needs 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 Client Service Administrator (CSA)s to ensure a high level of customer service Keep the department apprised of any Compliance/Field Supervision concerns Skills Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply. 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Ability to seek, receive and implement feedback. Strong critical thinking skills are necessary. Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building. Extensive flexibility, reliability and sound decision making skills. Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills. Strong computer skills with the ability to learn and apply technical information. Experience as an Edward Jones Financial Advisor highly preferred. Bachelor's degree in a business-related field is strongly preferred. Insurance license may be required in the future (life, health and variable annuity). Familiarity in Salesforce, MoneyGuide, Excel is a plus. Benefits Medical and prescription drug Dental Vision Voluntary benefits (such as accident, hospital indemnity, and critical illness) Short- and long-term disability Basic life Basic AD&D coverage 401k retirement plan Tax-advantaged accounts: health savings account, and flexible spending account Ten paid holidays 15 days of vacation for new associates beginning on January 1 of each year Sick time Personal days Paid day for volunteerism Bonuses and profit sharing Employee Assistance Program Company Overview Edward Jones provides personalized investment advisory, brokerage, and management services. It was founded in 1922, and is headquartered in St Louis, Missouri, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Edward Jones has a track record of offering H1B sponsorships, with 2 in 2022, 6 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.