Transitional Financial Advisor (Travel) - US Remote Eligible

Edward Jones

St. Louis Missouri

United States

Financial Services - Banking / Investment / Finance
(No Timezone Provided)

Opportunity Overview

BRANCH DEVELOPMENT

The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

Cultivate the knowledge and skills of our branch teams through our Branch Training & Development departments:

Study Team
Advisor Training
Advisor Coaching and Support
Advanced Branch Support
Asset and Office Sharing
Branch Learning and Development



Transitional Financial Advisor– Full Time Travel

Department: Client Transition

Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former Financial Advisors (FAs) are unable to meet that obligation. The position requires flexibility, reliability and traveling full time to work in open offices. Desired candidates possess 2 or more years of experience as an Edward Jones Financial Advisor and are available to travel 100% with home visits scheduled every other weekend. Associates are responsible for managing travel expenses and submitting for reimbursement.
Key Responsibilities:

  • Preserve and restore customer relationships when a former FA 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 BOA(s) to ensure a high level of customer service
  • Keep the department apprised of any Compliance/Field Service concerns

  • Position Requirements

  • Series 7 and 66 licenses and Insurance licenses required
  • Insurance licenses required: life, health and variable annuity
  • 100% travel
  • 5+ years of experience as an Edward Jones Financial Advisor
  • 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
  • Transitional Financial Advisor (Travel) - US Remote Eligible

    Edward Jones

    St. Louis Missouri

    United States

    Financial Services - Banking / Investment / Finance

    (No Timezone Provided)

    Opportunity Overview

    BRANCH DEVELOPMENT

    The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

    Here, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

    Cultivate the knowledge and skills of our branch teams through our Branch Training & Development departments:

    Study Team
    Advisor Training
    Advisor Coaching and Support
    Advanced Branch Support
    Asset and Office Sharing
    Branch Learning and Development



    Transitional Financial Advisor– Full Time Travel

    Department: Client Transition

    Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former Financial Advisors (FAs) are unable to meet that obligation. The position requires flexibility, reliability and traveling full time to work in open offices. Desired candidates possess 2 or more years of experience as an Edward Jones Financial Advisor and are available to travel 100% with home visits scheduled every other weekend. Associates are responsible for managing travel expenses and submitting for reimbursement.
    Key Responsibilities:

  • Preserve and restore customer relationships when a former FA 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 BOA(s) to ensure a high level of customer service
  • Keep the department apprised of any Compliance/Field Service concerns

  • Position Requirements

  • Series 7 and 66 licenses and Insurance licenses required
  • Insurance licenses required: life, health and variable annuity
  • 100% travel
  • 5+ years of experience as an Edward Jones Financial Advisor
  • 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